China TMT Update - 700.HK/NTES/BGNE/2352.SZ: Tencent's In-Development Project "Paradise" Start Test.
700.HK/NetEase: Tencent's in-development project codenamed "Paradise" started beta test；BGNE: AbbVie sued BeiGene over patent infringement on...
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Tencent/700.HK: Pros and Cons of Wechat Video Accounts, a Summary of On-The-Ground Discussions
Overall, merchants acknowledge the potential of Video Accounts and are willing to give it a try, but the results vary significantly among different...
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JD Property Pre-IPO - Initial Thoughts on Valuation
JD Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will discuss our initial thoughts on valuation.
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China TMT Update June 15 - 1810.HK/700HK/LI: India Issues Xiaomi Show Cause Notice
1810.HK: India Enforcement Directorate issues Xiaomi show cause notice (-)；700HK: Tencent launched "White Night Aurora" on June 13th (+)LI: Li Auto...
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JD Property Pre-IPO Peer Comparison - Small Amongst Giants, and Sentiment Isn't the Greatest
JD Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note we will undertake a peer comparison.
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