Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
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Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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Tencent Continues to Surge past Expectations. Its Earnings Flexibility Makes It a Core Holding.
We updated our price target and forecasts for Tencent (700 HK) recently ahead of the 2Q result. Our price target moved from HK$260 to HK$371. The...
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StubWorld - Set-Up & Unwind Extremes (25 Aug 2017)
This week I briefly look at recent bifurcations in China Unicom Hong Kong Ltd (762 HK) and Henderson Land Development (12 HK), amongst others.These...
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ZhongAn Insurance IPO Preview: How Long Will Early Bird Advantage Last? (Part 1)
ZhongAn Insurance, the largest online P&C insurance company in China, is planning to raise USD1.5bn. In this insight, we will look at the...
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