MJ23 The Bull : actually this can be seen a few ways but those positive will see as expanding in South East Asia.  Viewed negatively can see as Baba not certain of China's support or policy environment and is de risking or decoupling some of its non china operations.  I see it as a combination of both, but the lessons learnt by Baba last 3 years pushed them to expand with determination overseas.

MJ23 The Bull : banks are falling as Fed has reduced the hike and expressed that things are looking up.  Although no pivot yet but hikes will slow and probably pause later this year.  upside will be limited.

MJ23 The Bull PhotoSynth: isn't this UOB comment section?

MJ23 The Bull : same as product and service.  it's slow decline.  I don't think it will do well overseas and local market is saturated and will not present any significant upside

MJ23 The Bull : what is the story or rationale to buy? I don't see any mid or long term catalyst...