From Resilience to Acceleration: Tencent Remains the Best Anchor for COVID-19's Economic Fallout
Tencent has proven to be a resilient anchor during the coronavirus crisis - currently trading even above its pre-COVID price. As we look towards...
547 Views
Tencent (700 HK): Potential Merger of E-Sports Subsidiaries, Huya Merely The Tip of The Iceberg
An account on Weibo (WB) revealed that Tencent would merge three of its subsidiaries: QQ E-Sports (ä¼é¹ ēµē«), Douyu (DOYU), and Huya (HUYA). We...
789 Views
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...
434 Views
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