GEM Weekly (18 Nov 2022): Chinese Macro and House Prices; Alibaba, TSMC, Tencent, Meituan, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
364 Views
China Internet Weekly (14Nov2022): NetEase, Activision Blizzard, Alibaba, Tencent, IQiyi, Suning.com
NetEase and Activision Blizzard will possibly terminate their cooperation next January. Singles’ Day sales are not successful. iQiyi announced...
358 Views
GEM Weekly (4 Nov 2022): China and Asia PMIs, South Korean Exports; Foxconn, Tencent, China Unicom
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
235 Views
HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.
We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...
203 Views
Tencent (700 HK): Game Market Weak in 3Q22 and to Be Worse in 2023
In 3Q22, the game market size shrank in China and globally. The playing time limit severely impacted the domestic market. We believe the key impact...
233 Views