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...
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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...
473 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....
389 Views
Tencent (700HK) Is Anti-Cheat Software Really Spying Software
Twitter is abuzz with gamers complaining about the new anti-cheat software Riot Games is asking closed beta players of Valorant to download. Riot...
622 Views
Market Shorts IT; FOMO Pushes Up 'New Economy' Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 April 2020.Total short...
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