NetEase (NTES): Shaking Off Burdens in Minor Businesses and Got Cash - Smart Moves
NTES successfully shook off its burden in minor businesses and got cash from these deals, including (1) the IPO of Youdao (DAO US), (2) the...
533 Views
Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for BitautoĀ (BITA US)Ā /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
660 Views
Tencent Music (TME): Anti-Trust Investigation May Take at Least USD2.80 Per Share
TME is reported under an anti-trust investigation by the State Administration for Market Regulation (SAMR). TME almost monopolizes both music...
637 Views
šØš³šš° That Was The Week That Was ā¢ Hong Kong/China - 12th~18th August 2019 @Smartkarma
ā¢ TW3 HONG KONG/CHINA 12~18 AUGUST ā¢The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
468 Views
Tencent Music (TME): Lower Margin in 2Q2019, Overvalued as Always
The operating margin dropped to 15% in 2Q19 compared to 21% in 2Q18. We believe the price discount in broadcasting raised paying users and...
541 Views