Tencent (700 HK): Decides to Pay Less to Outside Game Distributors
Tencent gave game distributors a new offer which reduces Tencent’s payment from 50% to 30%. We believe most distributors will have to accept the...
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Budweiser Brewing Company APAC IPO (Cancelled) - Quick Trades on the Not so Subtle Butterfly Effect
The announcement of the cancellation of the IPO, will impact some of the listed names across Asia-Pac, apart from the more obvious impact on the...
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Maoyan Entertainment: Tencent Collaboration Is a Temporary Reprieve
Maoyan Entertainment (1896 HK) is the largest online movie ticketing service provider in China. Since Tuesday, Maoyan shares rallied around 20% on...
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Alibaba (BABA): A Visit to Hema Bazaar – Has Found Key Problem, But Not Thorough Solution
Hema Bazaar is a moderate change from original Hema among three new Hema models this year. We believe BABA has already figured out why fewer...
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Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
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