Tencent Placement and the Holdco Implications - Deal Almost Done, Now What?
Prosus NV aims to raise around US$14.5bn via selling a 2% stake in Tencent. While the overall raising should be positive for Prosus and Naspers,...
618 Views
Tencent Placement - Another Reluctant but Well-Flagged Sell Down, Lifting the US$14.5bn Overhang
Prosus aims to raise around US$14.5bn via selling a 2% stake in Tencent. The deal comes nearly three years, and right after the lock-up expiry,...
711 Views
China ADRs Quick Update - SEC, Archegos, Blocks - Showing Signs of Life
On 29 Mar, we spoke about the Archegos driven correction, that had followed close on the heals of the SEC driven correction for the sector. In this...
453 Views
Asia Short Interest: Tencent, Ping An, Baidu, BASE, Toshiba, GMO Payment, BeNext, Inventec, Mediatek
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
577 Views
WM Tech IPO Initiation: Food for Thought
WM Tech has filed for an HKEx IPO to raise potentially $1 billion, according to press reports. Overall, we believe that WM Tech’s fundamentals...
703 Views