Buy or Sell/Europe/Trade War/Huawei/Financial Services
China News That Matters Ride that A-Share wave. Until you can’t Europe looks East Change, China! You’ll thank us for it We’ll buy your gear -...
580 Views
Last Week in Event SPACE: Nissan, Naspers, Lynas, Xenith, Versum, Scout24, PCCW
Last Week in Event SPACE ... The fog lifts, slowly, on Nissan Motor (7201 JP), but merger talks will have to wait until the company gets its...
686 Views
Global-Ex-U.S. Equity Strategy: Add Exposure To Technology, Communications
We view weakness in global equity markets over the past week as correcting a significant amount of the excess optimism. We recommend taking...
659 Views
StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
855 Views
Tencent (700 HK): The Worst Part Online Game Recovered in Q4 Before Restarting License Approval
The worst business, online game, recovered in 4Q2018, because small competitors died. The growth rate of game broadcast also bounced up in 4Q2018,...
699 Views