Tencent Holdings – What Wasn’t Said
TENCENT HOLDINGS: Tencent receives a premium valuation which will be eroded over time, as it likely will be required to create an FHC. No matter...
435 Views
Tencent Holdings – Living By The Sword
TENCENT HOLDINGS: Tencent 4Q20 results were basically in line with consensus, increasing 7% linked quarter. Tencent will be required to create a...
332 Views
Tencent Holdings – Replication Is Flattery
TENCENT HOLDINGS: Tencent’s Afterpay BNPL performance is turning heads. Commonwealth Bank of Australia has announced its own BNPL product which...
364 Views
IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
458 Views
Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
415 Views