Naspers: Softbank Buyback a Guide for Naspers?
Recently, Softbank's (9984 JP) shares jumped +18% after announcing a $5.5bn share buyback. Using Smartkarma's holdco monitor, the discount to NAV...
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Tencent (700 HK): In Fact Benefited from License Suspension
Tencent’s market share as measured by the number of active users increased during the the period license suspension. We believe that Tencent’s...
998 Views
Baking in a Trade Deal and China Fade the Fact Levels
Shanghai composite breakout above 2,650 is a bullish catalyst for HK and pushing into secondary resistance. Typically, a re test of the breakout...
499 Views
ByteDance (字节跳动) IPO: How Jinri Toutiao Paves The Way for a Bigger Empire (Part 1)
ByteDance, an emerging TMT player in China and one of the challengers to the BAT's dominance in China, is said to be preparing for 2019 listing....
1.7k Views
Baidu: Time to Swoop In, with NAV Discount Widening Substantially
Our stub valuation analysis reveals that Baidu Inc (ADR) (BIDU US) attractively trades at near 2 SD below its 3-yr average of NAV...
1.2k Views