Tencent Fresh Lows on Tech Carnage in 2019
Tencent Holdings (700 HK) continues to show weak macro signals. We have been bearish/short from 410 and below 380 while attempting to trade/manage...
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Mogu (ččč”) Pre-IPO - Core Metrics Deteriorating
Mogu (MOGU US) is looking to raise US$200m in its upcoming IPO. Proceeds from the IPO will be used to expand its content offering, invest and...
799 Views
Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
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Bearish Tech Stance Still Performing, as 5G Rollout Looms
Ā āThe āPeak Smartphoneā theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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Bolts from the Blue
All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an...
622 Views