HK - Tencent, Ping An, SMIC, Xiaomi Lead Shorts; Covering on Alibaba, AIA, HSBC, HKEX
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 14 February 2020.Total...
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NetEase (NTES): Recruiting 73 Employees During Epidemic, Will Release Result Next Week
The game time on site in China increased 41% during the Chinese New Year vacation of 2020 versus the vacation of 2019. NTES hired 73 employees via...
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Coronavirus Update for Asian Megacap Tech - Inteqres Update
We do not pretend to be virologists but it does appear that so far the apocalyptic scenarios linked to coronavirus are yet to pass. For the large...
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Yum China (YUMC): Still Yummy?
On the last quarterly earnings, Yum China Holdings, Inc (YUMC US) management stated that they have successfully fended off the inflated chicken raw...
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China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
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