Tencent/Netease: Second Month of Game Approval Disappointment
We analyzed the game approval issued by NPPA for Chinese online game players for the month of November, which is the second consecutive month in...
620 Views
Pateo Connect Pre-IPO: Undifferentiated and Unprofitable
Pateo Connect (PTC) is looking to raise up to US$300m in its upcoming Hong Kong IPO. It is one of the largest domestic providers of smart cockpit...
536 Views
SF Holdings A/H Trading - Strong Demand but Is Probably Close to Fair Value
S.F. Holding (002352 CH), China’s largest express delivery company, raised around US$860m in its H-share listing in Hong Kong. In this note, we...
436 Views
[Blue Lotus Daily-TMT Update]:3690 HK/BABA US/PDD US/JD US/TCOM US/NTES US/700 HK/1024 HK
China's Cyberspace Administration tackles algorithm issues, Alibaba consolidates e-commerce business, and China extends visa-free entry for...
345 Views
EQD | Hong Kong Single Stock Options Weekly
Post-earnings vol crush the main contributor to decreased vols for key names. Tencent stands out for low implied vols, high liquidity while trading...
337 Views