GEMWeekly (15 Sep 2023): China, India Macro Data; Alibaba, Tencent, Baidu, Byju’s
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
393 Views
Hong Kong Buybacks Weekly (Sep 15th): Tencent, Aia, Country Garden Services
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
535 Views
[Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can
A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports.We see game engine benefiting from upcoming competition between Apple,...
938 Views
TUHU Car IPO: Valuation Insights
Tuhu has launched its HKEx IPO at a price range of HK$28.00-31.00 per share. Our valuation analysis suggests that Tuhu is reasonably priced at the...
491 Views
Tuhu Car IPO - Peers Have Corrected, Little to No Upside Left on the Table
Tuhu Car (2007986D HK) is looking to raise around US$160m in its Hong Kong IPO. Tuhu is an integrated online and offline platform for automotive...
462 Views