Tencent Placement -Â Huge Deal in Size, Small in Relative Terms - Succumbing to the HoldCo Discount
Naspers Ltd (NPN SJ) plans to sell US$10bn worth of Tencent Holdings Ltd (700 HK) shares, to reduce its shareholding from 33.17% to 31.17%. The...
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Tencent and Ping An Levels and Adjustments
How Tencent and Ping An trade will dictate the direction of HSI. We run through our base case for both counters and meaningful top points and...
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Bilibili IPO Valuation: A Grand Risk Seems in Order
Bilibili Inc (BILI US) is a Chinese online video platform themed around anime, manga, and game fandom. Last week, it announced its IPO price range...
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Capcom Pro Tour 2018 Launched This Weekend in Atlanta
The 2018 Capcom Pro Tour launched this weekend at the Final Round 2018 show in Atlanta. At the time of writing we are down to the last 8, with...
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TenCent – Powerful Pipeline
* Huge Investments Not Refelcted In Earnings: Tencent’s valuation of its more meaningful assets and listed associates amounted to over USD 50 bn -...
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