Tencent Music (TME, 1698 HK): 4Q24, Historical Margins Better than Game Time
TME’s revenue continued to grow in 4Q24 and the operating margin reached its historical high. We believe the stock price will be double at the end...
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GEM Funds: Extreme Stocks, July 2024
We screen for stocks at the extreme ends of their positioning or momentum ranges. We combine current and historical data with recent manager...
376 Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
1.1k Views
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
661 Views
Guming Holdings Lockup Expiry - US$1.5bn Lockup Expiry with Everyone Well in the Money
Guming Holdings (1364 HK) raised around US$233m in its Hong Kong IPO in Feb 2025. Its pre-IPO and cornerstone investors will be released from their...
228 Views