EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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Tencent to Supercharge HUYA's Userbase Growth and Monetization; Raise FV to US$28.2 (+47% Upside)
We maintain our overweight rating on HUYA given its expanding amount of exclusive broadcast licenses and the announced upcoming collaborations with...
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Yeahka IPO: Attractive Business at an Expensive Price Tag
Yeahka is a leading payment-based technology platform in China who provides payment and business services to merchants and customers and is...
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Yeahka IPO: Valuation Insights
Yeahka Limited (9923 HK) is a leading payment-based technology platform in China. It is the second-largest non-bank independent QR Code payment...
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NetEase (NTES): Revenue Growth Accelerated to Two-Year High, But Underperformed Tencent and Industry
Both the growth rates of total revenues and game revenue accelerated in 1Q2020. However, NTES lost market share to both Tencent and smaller game...
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