NetEase (NTES) Pre-Earnings: Exploring Overseas Market
NTES is exploring oversea market. We believe NTES has the experience in dealing with the license suspension for new games. We believe the stock has...
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GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
240 Views
Asia Comm Services: Sentiment Shift
Global funds are reallocating away from Asia's key sectors, with Asia Communication Services stocks at the heart of the move.
176 Views
Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
349 Views
Screening for GEMs: January 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
227 Views