Tencent: Investees, the Potential for ST Earnings Miss, and an Attractive LT Entry Point
In this insight, we take a detailed look at Tencent’s listed Investees, their impact on valuation, and the potential for a near-term negative...
398 Views
HK Short Interest: Kuaishou and Netease Short Covers
We highlight WoW short cover of Kuaishou and Netease based on the latest Hong Kong SFC short position report. We also highlight 4W short position...
198 Views
HSTECH Index Rebalance: One Change; More at the Next Review
Trip.com replaces Koolearn in the HSTECH Index. Alibaba's weight will drop by over 3%. Benchmarked assets have risen a lot. One-way turnover is...
623 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
404 Views
Tencent Music (TME): 2Q21, Slow Main Business
The real main business, social entertainment, grew by only 7.4% YoY. The paying user base continued shrinking. Compared to Kuaishou, we believe the...
279 Views