China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
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HK Connect Weekly: Chinese Were Buying China Feihe, Meituan
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
432 Views
Xiaomi (1810 HK): Huawei Moving Focus Back to Consumer Business
Huawei consumer’s revenue was 8 times Xiaomi's. Huawei consumer grew more rapidly than Xiaomi's. Huawei has been turning its focus to the consumer...
557 Views
StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
479 Views
Lenovo: Does This Fallen Angel's Redemption Lie in an LBO
Lenovo, the world’s largest personal computer vendor (by unit sales) is currently trading close to its 12-month low at HK$3.89 per share. The...
428 Views