Global Emerging Markets Weekly: 19 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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HSI Index Rebalance: Tiptoeing to the 80 Index Member Target
CR Beer, ENN Energy, JD.com & Netease will join the HSI after the close on 3 Dec. Some were expected, some are surprises. Turnover is 5%+ & the...
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Alibaba: The Commerce Segment Weakens Amidst Government Scrutiny
Driven by the ongoing regulatory pressure and the Chinese government’s push for common prosperity measures, the Core-Commerce segment's revenue...
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Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
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Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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