Tencent Music 1Q19 Results Quick Take and the Looming US$4.85bn Lock-Up Overhang
Tencent Music Entertainment (TME US) reported its 1Q19 results post US market closing. The reason I have been tracking the 1Q19 and the 4Q18...
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HK Connect Ideas: Tencent Inflows and Geely Outflows (2019-05-10)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Nexon Sale: Speculative Talkings that Hit Korea Local Market Monday
This post is a summary of the market speculations that 'locally' surfaced Monday on Nexon sale. So, I need to say this. If you don't want to hear...
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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...
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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'...
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