Tencent - Weâre Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpayâs fundamental metrics:...
488 Views
PICC P&C â Still Too Much Credit
*Weak 1H20 Results: PICCÂ P&CÂ (2328.HK) [PICC P&C] reported 1H20 earnings of CNY 13.2 bn, which was 6% below consensus and down 22% YOY....
320 Views
Tencent - After-Life In EU
*EU Transaction: Afterpay is set to acquire Pagantis, which is noted as a âtraditional buy now, pay later traditional credit service providerâ with...
383 Views
Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
530 Views
AIA Group â Interesting Indian Transaction
*Creative New Revenue Opportunity: AIA Group (1299.HK) [AIA], via its 49%-owned Tata AIA JV in India, has entered into a strategic partnership with...
504 Views