China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
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Nexon Korea Increases Debt by 1.5 Trillion Won - A Big M&A Coming Soon?
It was reported yesterday that Nexon Korea increased its debt by an additional 1.1 trillion won ($930 million) from its affiliate Neople (developer...
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HK Connect Weekly: Tencent, Sino Biopharm, CSPC, SMIC
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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HK Weekly Short Interests: Spike for Tencent, Meituan, Big Covers for China Gas, Longfor
Hong Kong SFC reported on today for aggregate short position on Apr 17. The aggregate short value for equities increased by $1,621m (+3.0%) WoW and...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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