Tencent (700 HK): Coronavirus Will Aid Strong 1H2020
The coronavirus keeps people at home. All three Tencent’s major businesses depend on users’ spare time at home. Time on site increased...
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Tencent (700 HK): Recent Censorship on WeChat, A Major Concern After Coronavirus
Many WeChat accounts were blocked for posting or reposting coronavirus-related content. We believe WeChat is the core user source of all Tencent’s...
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HK Connect Flows: $1.3bn Inflows in Three Days After CNY
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Yeahka IPO: Peer Benchmark Analysis
Yeahka Limited (1781144D CH) is leading payment-based technology platform in China. Yeahka was seeking to launch an HK IPO to raise around $250...
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Trip.com - Sino-Phobia
Trip.com Should Get Significantly Re-Rated: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread...
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