Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
646 Views
Miniso: Genuinely Undervalued & A Decent Long Hedge to Increase Short Exposure to Chinese E-Commerce
It might take some time for Miniso to generate multi-bagger returns on a stand-alone basis, but it could still help investors generate sizable...
541 Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$8.1bn of Flows Post Capping (June 2025)
The June rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the four...
424 Views
HSI Index Earning Revision (May): Xiaomi, ICBC, Tencent, China Life, Meituan, Smic
We analyzed HSI's consensus for May 2025 and highlighted changes of EPS in Xiaomi, ICBC, Tencent, China Life, Meituan, Smic.
1.3k Views
JD.com (JD US) - More Proactively Driving Growth Amid Improving Sentiment
JD.com (JD) reported (14 Nov) 3Q24 results: revenue was RMB260.4bn, up 5.1% YoY (3Q23: 1.7%；2Q24: 1.2%), in line with Bloomberg consensus
299 Views