EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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Tencent Focuses on Content and Technology for 2018. Stocks Continues to Move Higher.
At its recent 7th Global Partners Conference, Tencent (700 HK) highlighted an open platform strategy centered around content and Artificial...
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Tencent 3Q17: Results Beat Estimates on Soaring Topline; '3x10 Billion' Initiative Launched
What You Need to Know Results beat estimates. Revenue jumped 61% YoY to RMB 65.2bn, while adjusted diluted EPS grew 45% YoY to RMB 1.79. Revenue...
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Tencent's FVE Raised by 45% to HKD 492 (USD 63) After Coverage Transfer; Shares Undervalued
We have transferred coverage of wide-moat Tencent and have raised our fair value estimate to HKD 492 per share (USD 63) from HKD 344 per share (USD...
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