Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/2020
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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Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
348 Views
Tencent (700 HK) - Fun and Games - Investments on the Balance Sheet - Inteqres ESG
We review the disclosure of Investments on the 2019 balance sheet of Tencent (after our 2018 review). We find similar issues to last...
361 Views
Archosaur Games – Pre-IPO Analysis Raises Concerns About Top Line Sustainability
Archosaur Games is a developer of mobile games that focuses on MMORPGs for the Chinese market but is gradually expanding overseas and into other...
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Games Coverage - What Are People Playing During Lock-Down?
With lock down being implemented in most parts of the world, travelling being restricted, and social distancing becoming the norm, most people are...
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