Tencent (700 HK): Advertisers Get Significant Traffic from WeChat Mini-Program
YH Life had 8.9 million monthly active users (MAU) on the WeChat mini-program, about 3.8 times its independent app. Miss Fresh’s mini-program MAU...
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Leyou’s Weak Results Unlikely to Deter IDreamSky
In our previous note, we stated that iDreamsky Technology Limited (1119 HK)’s determined pursuit of Leyou Technologies (1089 HK) despite the market...
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StubWorld: Naspers At A Look-Through Discount Of 52%
This week in StubWorld ... A 52% look-through discount, cashed-up from its recent share placement in Prosus (PRX NA), and a rand hedge play, is...
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JAPAN DELTA V - MOAR Meaningful March-End Div Trade Data
As discussed in JAPAN DELTA III - The Annual TOPIX Dividend Trade, the absolute returns on these days show significant divergence around the...
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COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
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