ENTITY
Tencent

Tencent (700 HK)

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Analysis
Information Technology • China
Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.
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bullish•Naspers
•12 Dec 2018 12:16

Naspers: Profitability Improvements Continue

Following David Blennerhassett's recent StubWorld note, we wanted add a bit more detail on the non Tencent Holdings (700 HK) part of Naspers (NPN...

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bullish•Tencent Music
•12 Dec 2018 10:45

Tencent Music IPO - Firework - Trading Strategies

Tencent Music Entertainment (TME US)'s IPO was priced at the low-end US$13/share. The shares will begin trading tonight. As per earlier media...

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bearish•MSCI ACWI Index
•12 Dec 2018 08:45

Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...

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bullish•DeNA
•12 Dec 2018 05:04

DeNA (2432): Undervalued Internet Stock

Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...

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bearish•CMGE Tech
•12 Dec 2018 01:43

CMGE Tech (中手游) Pre-IPO Review - Unfortunate Timing

China Mobile Games Adr (CMGE US) plans to raise US$300m in its upcoming Hong Kong IPO. CMGE is an intellectual-property (IP) oriented mobile game...

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