JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
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Tencent – The After Party
*Magic Fairy Dust: While no transaction particulars were disclosed, we calculate an average share purchase price of AUD 22.47 per share for the 5%...
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Sina Corp: Management Buyout Offer
Sina Corp (Class A) (SINA US) looks sets to join the growing list of Chinese companies seeking to delist in the US and relist, ostensibly in Hong...
707 Views
Huya's Newest Subsidiary Hints at Tencent's Endgame Strategy
Huya just launched its new cloud gaming service, Yowa, holding ~70 mobile/ PC titles. This came just 3 months after its rival DouYu launched its...
649 Views
Afterpay Placement - We Would Sell Now, Maybe Buy Later, if It Corrects
Afterpay Touch (APT AU) aims to raise around US$700m (A$1bn) via mix of selling primary and secondary shares.We've covered two prior deals in the...
461 Views