Tencent Upgrade to 261
Tencent has performed well from our buy in call at 182 in late December although never did get a chance to add to this long. Clearing our macro...
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Netmarble Games - TRADING STRATEGY for Day 1 & Intermediate Period Post the IPO
Netmarble Games Corporation (251270 KS) will start trading on May 12th. This report provides a trading strategy, especially on the first day of...
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Update on Xiongan: The City of the Future
With construction starting soon, a local government official in Hebei province stated that the Xiongan new area is calling for international...
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Netmarble Games IPO Part 3 - Valuation Discussion
Well, apparently not many investors are questioning whether Netmarble's popularity is for real. That is, (surprisingly) they seem to be accepting...
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China: Underweight, Not Under-Owned
In this report we look at China and its place within global emerging market equity funds. We find that despite a large underweight relative to the...
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