Accumulate: Tencent Increasing Stake Confirms Strong Outlook for Huya & Esports
Tencent has exercised its option to increase its stake in Huya, buying shares from JOYY. This action was part of our initial investment thesis in...
468 Views
Trade/Investment Ideas for 2019/20 China ADR Listings
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
582 Views
China Internet Weekly (23Mar2020): Weibo Leaked Personal Data Including Its CEO’s Phone Number.
Weibo (WB) leaked personal information including identity numbers and phone numbers. JD.com (JD) launched a repurchase plan and Momo (MOMO)...
408 Views
Huya: E-Sports Gains to Persist Post-Lockdown, Another Pick in Our Portfolio
Huya expects its MAUs to hit an all-time high and for gains to persist. Huya reported earnings where the company said that its Live mobile MAU is...
494 Views
Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
458 Views