Kakao Games IPO Preview
Kakao Games is getting ready for an IPO in the next several weeks. This will be the second-biggest IPO in Korea in 2020 so far. After the...
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Tencent (700 HK): Expect Better 2Q20, But Limited Upside
Tencent will release its 2Q20 result on August 12. We expect revenue will grow by 29% YoY and EPS will grow by 26% in 2Q20. Mobile game and WeChat...
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KE Holdings (Beike) IPO: Updated Filings Point to a V-Shaped Recovery
KE Holdings Inc (BEKE US) is a combination of Lianjia, China's leading real estate brokerage brand, and Beike, China's leading integrated online...
333 Views
Last Week in Event SPACE: Jardines, Keppel, FamilyMart, Toshiba, Sogo/Sogou, Chinese Toll Roads
Last Week in Event SPACE ... At extreme discounts to NAV for both Jardine Matheson Holdings (JM SP) & Jardine Strategic Holdings (JS SP),...
401 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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