Tencent: A Closer Look at Investees Reveals a Discount Rating and Future Value Unlock Potential
In their recently reported 2Q20 results, Tencent indicated that the fair market value of their listed investees had increased from RMB410bn to...
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China Evergrande (3333 HK): Set-Up Vs. Electrified Health
On the 30 July, Evergrande Health Industry (708 HK)'s (EHI) market cap surpassed the market cap of its parent (& controlling shareholder) China...
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Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
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Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
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Quick Take on Apple Terminating Epic Games Developer Account
Tencent Holdings (700 HK)-backed Epic Games said Apple Inc (AAPL US) threatened to terminate Epic Games' developer account after Apple removed...
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