China Internet Weekly (20Jan2020): 18,000 Game Developers Bankrupt, PDD Sued in 1,765 Lawsuits
The Weekly will be suspended for two weeks and be back on February 10, as normally Chinese authorities and companies do not release significant...
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Hong Kong Buyback Weekly: Xingyi Glass, Yichang HEC, Consun Pharma
Hong Kong Exchange publishes share repurchases by listed companies on a daily basis. In our weekly note, we will provide statistics on top...
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Ping An Long/Tencent Short Pair
We are long/bullish Ping An Insurance (H) (2318 HK) from some time ago (87 region) and just sold Tencent Holdings (700 HK) at 387 (too...
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HK - Huge Sectoral Divergence in Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 January 2020.Total short...
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Tencent (700 HK): Promising Mini-Programs in WeChat
Link (leads) advertising revenues increased 53% in 2019. Retailers’ GMV (Gross Merchandise Value) from WeChat mini-programs increased 160% YoY in...
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