HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
607 Views
Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
523 Views
Last Week in Event SPACE: Line/Z Holdings, AOF, Alibaba, Kingsoft, Aramco, Cathay, Toshiba
Last Week in Event SPACE ... The goal of the shocker story of LINE Corp (3938 JP) and Z Holdings (4689 JP) (formerly Yahoo Japan) merging, may...
524 Views
Tencent (700 HK): Margin Improved for First Time in 3 Years, All Business Lines Growing, 50% Upside
The operating margin improved for the first time in three years in 3Q19. WeChat Pay revenue growth was strong at 36% YoY. Community advertising...
520 Views
Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation
Alibaba Group Holding (BABA US) has launched a $13.4 billion secondary listing in Hong Kong with the shares expected to be priced around 20...
923 Views