Global Emerging Markets Weekly: 21 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Crypto/ Tech/ Covid-19/ US-China/ UK-China
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Tencent: Earnings Beat Consensus; Falling User Growth and Game Revenue Growth Concerning
Tencent’s 1Q21 revenues and profits saw strong growth, however, we are concerned about the slow down in online games revenue growth as the segment...
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Ximalaya Pre-IPO - Peer Comparison
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. As of 1Q21, it had 250m MAUs...
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Softbank Group - Tech Weakness Hits on Multiple Levels but Boosts Chances of New Buybacks
Softbank's is highly exposed to tech volatility which impacts current values in Vision Fund/Northstar and future values in the form of IPOs/SPACs....
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