Tencent Fresh Lows on Tech Carnage in 2019
Tencent Holdings (700 HK) continues to show weak macro signals. We have been bearish/short from 410 and below 380 while attempting to trade/manage...
580 Views
Mogu (蘑菇街) Pre-IPO - Core Metrics Deteriorating
Mogu (MOGU US) is looking to raise US$200m in its upcoming IPO. Proceeds from the IPO will be used to expand its content offering, invest and...
758 Views
Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
697 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
397 Views
Bolts from the Blue
All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an...
578 Views