Netease (NTES US): Upward Journey to Continue
We highlighted NetEase Inc (NTES US) and Tencent Holdings (700 HK) in our April report Strategy: Looking for Inspiration in the Time of COVID-19 as...
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Hong Kong Connect Weekly: Meituan, Xiaomi, Tencent, SMIC
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
340 Views
China Internet Weekly (17Aug2020): Top Broadcaster Said Taobao Lied, Probe and Rumor on IQ
Alibaba (BABA)’s Taobao inflated audience for live broadcast. SEC is investigating iQiyi for revenue inflation. The merger of DouYu (DOYU) and...
365 Views
HK Short Report: Alibaba Health, Hope Education
Hong Kong SFC reported yesterday for aggregate short position on Aug 07. The aggregate short value for equities increased by $848m (+1.4%) WoW but...
384 Views
Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
568 Views