EM Tech: Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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NetEase Delivers Strong Growth but Questions Remain About Deferred Income Progression
Netease's (NTES US) 1Q17 results were in line with our expectations (but ahead of consensus) on profitability. We continue to see strong growth in...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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Netmarble Games - TRADING STRATEGY for Day 1 & Intermediate Period Post the IPO
Netmarble Games Corporation (251270 KS) will start trading on May 12th. This report provides a trading strategy, especially on the first day of...
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Netmarble Games IPO Part 3 - Valuation Discussion
Well, apparently not many investors are questioning whether Netmarble's popularity is for real. That is, (surprisingly) they seem to be accepting...
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