Strategy Note /
China

Ant Group – Equity Research Report

  • We expect the technological edge position the company places itself will drive the company in the long term

  • The integrated business mix mediated by Alipay, as the only user-facing channel, differentiates it from the competition

  • Factors like competitiveness, challenge from DCEP as alternative & regulation pressures, will badly affect the company

Skye Lan
EqualOcean
17 June 2021
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