Tencent/NetEase: July Game Approval Analysis
We analysed the games approved by regulator in July and note that Tencent is tracking behind NetEase in terms of pace of obtaining approved.
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Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
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HKEx(388.HK): Expect Slower Q2 Trading Volume, HKEx to Benefit As Offshore Venue for China Listings
For the 1st half in 2021, HKEx ADT has grown an amazing 60% year-over-year. But the volume on derivative market is more muted. We expect HKEx will...
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Xpeng (9868 HK): Potential HSCEI Inclusion & Impact on 2022 Dividends
Xpeng (9868 HK) could be added to the HSCEI in December. Limited liquidity in HK could create arb opportunities with XPEV US. Xpeng index inclusion...
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Naver Corp (035420 KS):Â Soaring in to the Big League
Naver Corp has seen a rapid rise in ownership among global EM investors. Naver Corp now sits among the big players in the sector, just behind...
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