Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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China Unicom: Mobile Growth Remains Strong but Data Roaming Changes Will Have an Impact
China Unicom (762 HK) has been and remains New Street Research's top pick among the Chinese telcos. It has a lower valuation and more levers to...
288 Views
Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
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ECM Weekly Update - Blocks Bigger than IPOs, Videos, Hotels, Education, Banks, Missiles, Biologics..
As the title suggests, its been an exceptionally busy week and since Toh Zhen Zhou is still on a beach in Bali, hence, this weekly by your's...
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Tencent (700 HK) – Real Operating Margin Actually Fell
Tencent announced that the operating margin improved 1 percentage point in 2018 versus 2017, but we believe the operating margin declined for two...
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