The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
569 Views
Smartkarma Originals
Tencent Bear Case: An Over-Played Hand (Part 2)
Tencent Holdings (700 HK) is a consensus buy with none of the 46 analysts covering it having an underperform or sell recommendation. Analysts'...
1.3k Views
Smartkarma Originals
Tencent Bear Case: The Growth Illusion (Part 1)
In part one of our extensive bear-case analysis on Tencent Holdings (700 HK)Â , we analyze a number of elements related to Tencent's overall growth...
1.4k Views
Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
1k Views
Global Equity Strategy:Â Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
673 Views