HK Connect Weekly: Chinese Were Buying China Feihe and Ping An Good Doctor
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​​17/​​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
426 Views
Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
472 Views
Tencent (700 HK) - Fun and Games - Investments on the Balance Sheet - Inteqres ESG
We review the disclosure of Investments on the 2019 balance sheet of Tencent (after our 2018 review). We find similar issues to last...
458 Views
Archosaur Games – Pre-IPO Analysis Raises Concerns About Top Line Sustainability
Archosaur Games is a developer of mobile games that focuses on MMORPGs for the Chinese market but is gradually expanding overseas and into other...
632 Views