Tencent/NetEase: July Game Approval Analysis
We analysed the games approved by regulator in July and note that Tencent is tracking behind NetEase in terms of pace of obtaining approved.
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Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
548 Views
HKEx(388.HK): Expect Slower Q2 Trading Volume, HKEx to Benefit As Offshore Venue for China Listings
For the 1st half in 2021, HKEx ADT has grown an amazing 60% year-over-year. But the volume on derivative market is more muted. We expect HKEx will...
327 Views
Xpeng (9868 HK): Potential HSCEI Inclusion & Impact on 2022 Dividends
Xpeng (9868 HK) could be added to the HSCEI in December. Limited liquidity in HK could create arb opportunities with XPEV US. Xpeng index inclusion...
375 Views
Naver Corp (035420 KS): Soaring in to the Big League
Naver Corp has seen a rapid rise in ownership among global EM investors. Naver Corp now sits among the big players in the sector, just behind...
222 Views