Tencent Potentially Tilts for Iqiyi – Consolidation on the Horizon?
We previously argued that Tencent Holdings (700 HK) could benefit from further M&A to reignite growth (links here and here) Indeed, Tencent...
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Tencent (700 HK): Acquisition of Baidu’s IQiyi, Very Possible
It is reported on media that Tencent will acquire Baidu (BIDU)’s online TV subsidiary, iQiyi (IQ). We believe the reports can be true because...
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Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
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China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
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China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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