Tencent (700 HK): Pandemic Spreading in China Again, Cancel Travel and Play Game
The stock price has declined much in 1H21. Another wave of pandemic started in China. Tencent has six of the top games in China. The China game...
352 Views
Global Emerging Markets Weekly: 30 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
347 Views
Tencent: All Bets Are Off
Tencent’s shares went down quickly where it dropped 13.0% over the last few days and were oversold as investors reacted harshly to the ongoing...
550 Views
Spotify 2Q21: Podcasting Rolling Over?
Spotify missed on MAUs again and lowered 2021 guidance. Not great for a subscription business built on a distant 10 year DCF built on subscriber...
214 Views
Cloud Village (NetEase Music) Pre-IPO - Tencent Music Peer Comp, Regulatory Impact
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
371 Views