Tencent (700.HK): Valuing Wechat Channels
We value Wechat Channels at $29 billion, roughly 6% of Tencent's market cap. The social graph underpinning the product is a double-edge sword -...
444 Views
China Internet Weekly (23Jan2023): Tencent, Meituan, NetEase, Activision Blizzard
The authorities approved three of Tencent’s games in January 2023 after five in December 2022. Tencent closed its XR business. NetEase refused to...
362 Views
GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
429 Views
ECM Weekly (20th Jan 23) - HK Brokers, Wuxi, IQIYI, Anycol, Adani, WM Mot, LG Ene, AIn, Oasis, Perta
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
491 Views
Hong Kong Buybacks Weekly (Jan 20th): Tencent, Aia, China Agri-Industries
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),...
390 Views