HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
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Weibo (WB): 24 Hours Suspension as Punishment to Reposters, Revenues Declined First Time
WB’s revenue growth declined YoY in 4Q2019 for the first time since IPO. Any account which reposts any suspicions raised against the government...
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(Mostly) Asia M&A: February 2020 Roundup
For the month of February, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$24bn. Clicking on the company...
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NetEase (NTES): Again, Our 4Q2019 Estimate Closer to Result Than Consensus
The game revenue growth slowed down in 4Q2019. However, we believe it will jump up in 1Q2020 due to the boring life caused by the epidemic. Margin...
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COVID-19 Won't Solve Weibo's Core Problems; Company Guides 1Q20 Revenue 15-20% Lower
Weibo guided 1Q20 revenue guidance 15-20% lower as businesses cut back on ad spend due to the coronavirus. While management indicated that user...
335 Views