

BYD Earnings, Alibaba Pulls IPO
Mar 27, 2024
Linda Lew discusses BYD's earnings and growth plans, Sarah Zheng talks about Alibaba canceling its IPO, and Shujin Chen breaks down Chinese bank performance post-real estate crisis.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
BYD's Earnings Report and Global Expansion Strategy
01:31 • 9min
Challenges for Smaller EV Makers in China and Alibaba's IPO Cancellation
10:28 • 2min
Alibaba's Strategic Pivot: From IPOs to Core Businesses
12:14 • 4min
Challenges and Uncertainties in Company Restructuring and Growth
16:19 • 2min
Analyzing Bank Earnings and Collateral Requirements in China
18:21 • 5min
Bank Dividend Expectations and SOE Considerations
23:36 • 2min