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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21 Things Worth Knowing (#16)
In this issue:Flying cars, Zimbabwe coup de Grace, impairments, Brazil making oil investment more attractive, tightening monitoring of Chinese...
295 Views
Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
297 Views
HiM International Music - Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
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21 Things Worth Knowing (#15)
In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea, Naspers will carry on buying, South Africa's consumer woes...
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