Baidu: Attractive Short Term Entry Point Following SEC Statement and Block Sales
In this insight, I analyse the impact of recent share price movements on Baidu’s valuation and what that implies for the Core Search and Non...
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Tencent Music Announces US$1bn Buyback After Shares Dip Double-Digit
We would recommend making an entry at the current multiple as we believe the announced buyback will likely help share price to move up in the short...
328 Views
Tencent Music (TME): Upgrade to Buy for First Time After Plunge
TME’s stock price has plummeted by 37% in the past three trading days.The plunge was because a shareholding fund had to meet a margin call. TME’s...
469 Views
China ADRs- Blocks, Liquidation, Buyback - Implications
On 25th Mar 2021, we wrote about the knee jerk correction in some of the China ADRs. Since then the ADRs have corrected further. In this note, we...
601 Views
China Internet Weekly (Mar 29): Margin Call Punched Chinese Equities, Alibaba Plans Store on Tencent
Chinese equities plunged, because a Chinese equity holder had to meet a margin call.Alibaba's Taotao Deals is planning a store on Tencent's WeChat.
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