EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
561 Views
Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
635 Views
Naspers Will List Multichoice (Video Entertainment) As It Tries to Reduce the NAV Discount.
Naspers Ltd (NPN SJ) trades at a very wide discount to NAV, a level that has been stubbornly high an has attracted the attention of activist...
475 Views
Xiaomi Corporation–50% Downside Conceivable Given “One Foot,One Punch,One Inch” Initiative of China
In ANTYA’s view, Xiaomi Corp (1810 HK) (“Xiaomi” or the “Company”) is a reluctant low-margin device and electronic hardware manufacturer,...
639 Views
Tencent Holdings: China's "One Foot, One Punch, One Inch" Initiative Undermines Tencent.
Tencent Holdings (700 HK) along with Alibaba Group Holding (BABA US)Â has been a leading light in the emergence of China as a formidable Internet...
519 Views