Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
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EQD | Tencent (700 HK): Time to Take off Hedges and Leverage up Using Options
We take another look at Tencent, evaluating the derivative trades highlighted in September and suggest new option structures to play the upcoming...
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Hong Kong Connect Flows Monthly: $4.4bn Inflows in September
We analyzed the Shanghai/Shenzhen Connect Scheme for September and highlight flows for Tencent, Wuxi Biologics, China Mobile, CNOOC, BYD and...
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China Internet Weekly (3Oct2022): Tencent, NetEase, Alibaba, Kuaishou, Uxin
The global game market shrink will impact Chinese game companies’ global diversification. NetEase launched its own social networking service....
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Hong Kong Connect Flows (Sep 30th): Tencent, China Mobile, Wuxi Biologics
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, China Mobile, Wuxi Biologics.
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