Tencent (700 HK): In 1Q2020, Game Market Surged More Than We Expected
The market sizes of game and game broadcast increased by 25% YoY and 67% YoY in China in 1Q2020. Only domestically developed games gained in the...
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Investing in Indian Cricket: Can the Likes of Dream11 Fill the Void?
Last week, an article on Bloomberg suggested that the likes of Alibaba Group (BABA US) and Tencent Holdings (700 HK) are pouring cash into India’s...
495 Views
Strategy: Looking for Inspiration in the Time of COVID-19
 We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
546 Views
IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle
iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...
476 Views
China Cinda Asset – Negativity Priced In
*Weak 2H19 Result: China Cinda Asset Management (1359.HK) [CINDA] reported 2H19 profit of CNY 4.0 bn – declining CNY 5.0 bn or 55.6% linked period....
393 Views