Tencent Holdings – Increasing Risk
TENCENT: Tencent's 3Q21 GAAP net income declined 6.7% QOQ, and were challenged by increases in cost of revenue, operating expenses, losses in...
410 Views
Pinduoduo: Foreign Investors Could Panic as VC Chief Trims His Holdings
We think the exit of high profile Chinese investors who has on the ground knowledge of Chinese politics could rattle both domestic and overseas...
350 Views
Li Ning Placement - Momentum Remains Strong. Past Deals Have Done Well.
Li Ning aims to raise around US$1bn via a top-up placement in Hong Kong. The company has been doing well over the past year and most of the past...
346 Views
Didi Global: Xi Jinping Softening the Brutal Crackdown on China's Internet Giants?
In this insight, we provide a bullish case for DiDi Global. We argue that there are signs that Xi Jinping is starting to soften the brutal...
337 Views
China Plans to Strengthen Power of SAMR
The move of antitrust and anti-unfair competition shows China intends to maintain its strict stance on monopolistic and uncompetitive practices in...
336 Views