Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)
Inside is a recap of movements in the last week in the HKEx-Shanghai-Shenzhen Northbound Connect facilities. Net inflow was ~US$3.9bn, split...
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Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
396 Views
Prosus: Finally, a Catalyst; Cash Flows, Capital Allocation, Should Limit Drop in Discount to NAV
In this insight, we analyse Prosus’ operational performance, capital allocation decisions, cash flows, what that implies for the holding company...
433 Views
Tencent: End of Another Quarter with No New Game Approval and Prosus Selling
The second quarter of 2022 has not been any great for Tencent as none of its new game titles were included in the approved list while Prosus...
476 Views
Tencent Bear Case for New Lows
Tencent exhibits a compelling bear case in the form of triangle slated to break down to press on macro 310 support. A wave 5 new low near 280/263...
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