Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Tencent 1Q20: Mini-Programs & Enterprise Collaboration to Shine in 2020 as Firms Rush to Digitize
Tencent's Q1 results posted an all-around beat as the Company benefitted from increased user engagement during COVID-19. We maintain our overweight...
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Tencent (700 HK): 1Q2020 Revenue Accelerated as Expected, But Still Some Surprises
The 1Q2020 revenue growth accelerated to 26% YoY as we expected in April. Mobile game revenues increased 73% YoY and we believe game revenue...
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Yeahka IPO: Way to Pay
Yeahka Limited (1781144D CH) is leading payment-based technology platform in China. Yeahka is backed by investors such as Recruit Holdings (6098...
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Short Interest Spiked for China Gas, Country Garden Svc, Big Covers for Innovent
Hong Kong SFC reported today for aggregate short position on Apr 29. The aggregate short value for equities increased by $1,489m (+2.7%) WoW and...
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