Ping An Long/Tencent Short Pair
We are long/bullish Ping An Insurance (H) (2318 HK) from some time ago (87 region) and just sold Tencent Holdings (700 HK) at 387 (too...
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HK - Huge Sectoral Divergence in Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 January 2020.Total short...
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Tencent (700 HK): Promising Mini-Programs in WeChat
Link (leads) advertising revenues increased 53% in 2019. Retailers’ GMV (Gross Merchandise Value) from WeChat mini-programs increased 160% YoY in...
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HK Connect Flows: Chinese Buying Xiaomi, Tencent, Meituan
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Alibaba Goodwill and Intangibles - An Artificially Engorged Balance Sheet - Inteqres Accounting
We round out our discussion of Alibaba with a look at its intangible assets. The company has generated significant intangible assets out of...
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