Baidu (BIDU): IQiyi (IQ) Became a Burden, 40% Downside to Book Value
The 2Q19 results are not as stable as it looks. The operating margin of the search business improved to 11% in 2Q19 versus 6% in 1Q19 at the...
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HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
596 Views
šØš³šš° That Was The Week That Was ā¢ Hong Kong/China - 12th~18th August 2019 @Smartkarma
ā¢ TW3 HONG KONG/CHINA 12~18 AUGUST ā¢The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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HK Short Interest - Numb3rs, Ch@rts and Property Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 9 August. Total short notional...
509 Views
Tencent (700 HK): 2Q19 Stopped 3-Year Margin Decline, Mobile Game Growth Jumped to 27% from Zero
The operating margin stopped the YoY declines since 2Q16. Game revenues recovered in 2Q19 as we expected before half a year. Most business lines...
549 Views