Alibaba: May Be a Good Time to Double Down On Shorts With 4QFY22 Set For Another Disappointment
Alibaba shares are currently trading near the upper end of the downward trend channel and are nicely positioned to add to our existing short...
569 Views
GEM Weekly (29 Apr 2022): South Korean GDP; NetEase, Tencent Music, SK Hynix, Baidu, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
374 Views
Tencent 1Q2022 Earnings Preview: Earnings Weakness to Continue
Tencent will announce its first quarter 2022 results on 18th May 2022. We expect Tencent’s earnings weakness to continue well into 1H2022E due to...
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TME – ByteDance’s Launch of Music Streaming App to Add Further Pressure on Earnings
ByteDance has launched a new music streaming service in China called Qishui Yinyue. TME’s earnings have come under pressure with ending of...
478 Views
Zhihu HK Secondary Listing Trading - Delivered the Correction but Still Set for the Worst Debut Yet
Zhihu Technology (ZH US) raised around US$106m via a dual primary listing in Hong Kong. In this note we talk about the demand and trading dynamics.
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