Selected Reads

Smartkarma

Equity Bottom-Up

In this episode, Analyst Alec Tseung talks about the fundamental ideas of DeFi options protocols. Alec introduces and goes through the key aspects of the three currently leading protocols: Opyn Squeeth (OSQTH CURNCY), Ribbon Finance (RBN CURNCY), and Dopex (DPX CURNCY). Smartkarma subscribers can find the presentation slides here. -- Alec Tseung is an EM-focused Analyst. He previously spent time with Tencent, where he was responsible for the group's investments in overseas markets (Southeast…

Fresh out of the studio, Josh Ye, tech reporter from South China Morning Post (SCMP) joined us to discuss the evolution of Tencent, the tech giant in China specifically with respect to the recent gaming crackdown by the Chinese government. Josh discussed the impact of the regulations to the entire gaming industry and how Tencent will focus their efforts towards overseas expansion. Last but not least, he presented the future of the gaming industry in China.<a target="_blank" rel="noopener nofollow" href="https://analyse.asia/2021/09/22/tencent-chinas-gaming-crackdown-with-josh-ye/">Continue listening on Analyse Asia with</a>…

In this episode, we are excited to host Insight Provider Alec Tseung, who shares his views on the future of the brokerage sector in China amid competition from emerging online brokers, and outlines what he thinks of key players Futu and Huatai. Smartkarma users can find the presentation slides here: https://skr.ma/kJPqtzGMzJt5kcNs6 Alec Tseung is an EM-focused Analyst. He previously spent time with Tencent, where he was responsible for the group's investments in overseas markets (Southeast Asia,…

Hayman Capital's founder and CIO Kyle Bass welcomes forensic accountant and Behind the Balance Sheet's founder Stephen Clapham to break down the accounting irregularities peppered throughout the regulatory filings of China’s biggest tech companies. Sharing insights from his proprietary research report on Alibaba, Baidu, JD.com, Meituan Dianping, and Tencent, Clapham shines a light on the ways these companies are using loopholes in order to inflate profits, hide liabilities, and mask the…

Fresh out of the studio, in episode 338, Shai Oster, the Asia Bureau chief for The Information is back on his annual review with us again to discuss the state of China technology giants and SoftBank in the time of COVID-19 pandemic and predict what is to come in 2021. Starting the conversation, Shai reviewed the predictions he made in 2019 and explored the impact of COVID-19 pandemic on how they played out in 2020. From there, Shai reflected on the year that dominated the headlines in 2020: the…

China

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.