Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
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Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
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Tencent – The After Party
*Magic Fairy Dust: While no transaction particulars were disclosed, we calculate an average share purchase price of AUD 22.47 per share for the 5%...
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Afterpay Placement - We Would Sell Now, Maybe Buy Later, if It Corrects
Afterpay Touch (APT AU) aims to raise around US$700m (A$1bn) via mix of selling primary and secondary shares.We've covered two prior deals in the...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers - with at least...
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