Alibaba Potential IPOs - Part 4 - An Early Look at International Operations
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure. In this note, we take a look...
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Tencent/Netease: Game Approval Rotation in May
We analyzed the game approval for May. Both Tencent and Netease received approval for one game. We see pattern of approval rotation between key...
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Alibaba Potential IPOs - Part 3 - An Early Look at Cloud, Easy US$10bn+
On 28th Mar 2023, Alibaba Group (9988 HK) announced that it would adopt a new organizational and governance structure, splitting into six major...
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HK Short Interest Weekly: Li Auto, Wuxi Bio, Baba, Tencent, Sensetime
We analyzed the latest HK SFC report for aggregate short position as of Apr 14th and highlight short interest changes in Li Auto, Wuxi Bio, Baba,...
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Tencent/Netease: Zeroed in April
We analyzed the game approval announced last night for Chinese players. Both Tencent and Netease received approval for none.
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