Last Week in Event SPACE: Sembcorp, Keppel, Cathay Pacific, China Conch, BHP, Swire, Huya/Douyu
Last Week in Event SPACE ... The dynamics here make this entire exercise regarding Sembcorp Marine (SMM SP) effectively a "Virtual IPO" or a...
568 Views
Asia Short Interest Weekly: AliHealth, Meituan, SunnyOptical, WuXi Apptec, Canon, Lasertec, Seegene
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
437 Views
KE Holdings/​​​​Beike IPO Trading - We Would Be Sellers if It Pops
KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, raised around US$2.1bn in...
739 Views
Tencent: 2Q20: Two Reasons Why I Sleep Well at Night
In our sector report, Strategy: Looking for Inspiration in the Time of COVID-19, published on 22 April 2020, we highlighted Tencent Holdings (700...
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Tencent (700 HK): Game Accelerating, But Others Slowing Down, Limited Upside
The growth rate of game continued to accelerate in 2Q20. However, game accounted for only 42% of total revenues. WeChat Advertising and WeChat Pay...
460 Views