Tencent (700 HK): Potential Merger of E-Sports Subsidiaries, Huya Merely The Tip of The Iceberg
An account on Weibo (WB) revealed that Tencent would merge three of its subsidiaries: QQ E-Sports (企鹅电竞), Douyu (DOYU), and Huya (HUYA). We...
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China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
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Accumulate: Tencent Increasing Stake Confirms Strong Outlook for Huya & Esports
Tencent has exercised its option to increase its stake in Huya, buying shares from JOYY. This action was part of our initial investment thesis in...
468 Views
Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
861 Views
Aequitas 2019 IPOs and Placements Performance - Things We Got Right/Wrong and Things We Plan to Do
2019 marked our first full year of operations as an Independent Research Company, post spin-off from Smartkarma in August 2018. With our...
722 Views