JD.com: 1Q20: Plowing Through COVID-19
I highlighted the e-commerce sector as one of the safe-haven sectors in my last thematic report, Strategy: Looking for Inspiration in the Time of...
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HUYA: Game Live Streaming Evolving into Mainstream Entertainment Staple, We Estimate 41% Upside
E-sports live streaming is one of the industries that received a boost due to the COVID-19 outbreak as various consumers turned to games or game...
395 Views
Pre-IPO ESG Analysis: JD.com's Developing ESG Story Is Strong Despite Early Missteps
Pre-IPO, sort of.The U.S.-listed ADRs (American Depositary Receipts) have traded, as JD.com (JD US), for six years. However, in light of the...
473 Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Tencent 1Q20: Mini-Programs & Enterprise Collaboration to Shine in 2020 as Firms Rush to Digitize
Tencent's Q1 results posted an all-around beat as the Company benefitted from increased user engagement during COVID-19. We maintain our overweight...
390 Views