Tencent Music: Short Idea on Consumption Slowdown Angle
Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...
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TRACKING TRAFFIC/Chinese Tourism:Â Visits to Macau & HK Surge | Other Outbound & Domestic Weaker
A year ago we began publishing Tracking Traffic/Chinese Tourism as the hub for all of our research on China's tourism sector. This monthly report...
872 Views
Sea Ltd: A Surprise Winner in Cut-Throat E-Commerce Battle?
A big takeaway from our conversations with Indo e-commerce industry sources is that they vouch for Shopee's (Sea Ltd's (SE US)Â e-commerce arm) MS...
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Maoyan Entertainment IPO: The Trouble with Blockbusters
Maoyan Entertainment, formerly Entertainment Plus (EPLUS HK), is the largest online movie ticketing service provider in China. According to press...
844 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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