Kingdee: Cloud Growth Is Strong and It’s Coming From New Customers
We believe that the market may have overlooked Kingdee International Software (268 HK)’s prospects on the grounds that growth in its cloud business...
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Kingdee Vs Kingsoft: Plays On China's Potential Ban of Western Software?
Amidst the tech war with the U.S, China has reportedly ordered all foreign PC hardware and operating systems to be replaced in the next three...
899 Views
IDreamSky’s Pricey Play for Leyou
iDreamsky Technology Limited (1119 HK) confirmed that it signed an MOU to acquire 69.2% of the shares in Leyou Technologies (1089 HK) from one of...
604 Views
Cloud Chronicles: Kingsoft Proposes Cloud Spin-Off
After posting strong 3Q20 (to 30 September) results, Kingsoft Corp (3888 HK) announced a possible spin-off and separate listing of Kingsoft Cloud...
613 Views
HK Shorts - Covering in Consumer Discretionary Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 25 October. Total short...
485 Views