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South Africa Asset Management
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South Africa Asset Management
Insights Relevant to South Africa Equity Markets
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bullish
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Thematic (Sector/Industry)
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15 May 2024 16:03
Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
Nicolas Van Broekhoven
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23 Views
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bullish
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Meituan
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15 May 2024 14:21
Meituan (3690 HK): Out of the Woods and Light a Fire
Meituan plans to launch a comprehensive membership program as it extends instrashopping from grocery to daily goods, positive for its profit...
Blue Lotus Research Institute
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63 Views
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bullish
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Alibaba Group Holding
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15 May 2024 04:32
Alibaba (9988 HK): 4Q24, Main Business Began to Grow
Customer management as the largest business began to increase compared to the past two stagnant quarters. We believe margin will continue to...
Ming Lu
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225 Views
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bullish
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Tencent
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15 May 2024 01:09
Tencent: Online Advertising and High-Margin Businesses Support Earnings
Tencent's 1Q earnings beat consensus. Though online games declined there were signs of recovery. Online ad saw strong growth despite 1Q being...
Shifara Samsudeen, ACMA, CGMA
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200 Views
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bullish
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Tencent
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14 May 2024 23:55
Tencent (700 HK): 1Q24, Highest Margin in Seven Years
The operating margin in 1Q24 reached the highest since 2Q16, as the gross margins of all businesses improved. The growth rate of online advertising...
Ming Lu
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223 Views
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