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bearish
Tencent Music
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Tencent Music (TME): Risks Lower Growth for Both Business Lines, 21% Downside
Equity Bottom-Up
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13 Nov 2019 06:12
Lower ARPPU is the key negative point for the main business line, social entertainment. The monopolistic position on music copyright is a...
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Alibaba (BABA): Online Product Shopping Up 3% Vs. Total Retail Down 20% in China
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China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
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11 Nov 2019
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