Alibaba (BABA): Government Officials Will Be Stationed in 100 Non-State Companies
The Hangzhou municipal government plans to station government officials in 100 non-state companies. The public is concerned that the government...
616 Views
NetEase (NTES): Sold Import E-Commerce to Alibaba (BABA), Win-Win Deal
NetEase (NTES) sold its e-commerce platform Kaola to Alibaba Group Holding (BABA US). After the deal, Alibaba (BABA) will have more than half of...
454 Views
Tencent/NetEase: August Game Approval Analysis
Yesterday, the Chinese regulator announced the August batch of approvals for domestic games. In our previous note in July, we discuss that Tencent...
665 Views
šØš³šš° That Was The Week That Was ā¢ Hong Kong/China - 12th~18th August 2019 @Smartkarma
ā¢ TW3 HONG KONG/CHINA 12~18 AUGUST ā¢The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
468 Views
Tencent Music (TME): Lower Margin in 2Q2019, Overvalued as Always
The operating margin dropped to 15% in 2Q19 compared to 21% in 2Q18. We believe the price discount in broadcasting raised paying users and...
541 Views