Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Trade War/Business Environment/Digital Currency/Internet/Hong Kong
China News That Matters Engagement not containment, claims Pence Level our playing field? Done Pandora’s Box – bursting with digital...
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HK Shorts - Hong Kong Focused Banks In The Crosshairs
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 18 October. Total short...
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CMGE Technology IPO: Valuation Game on at the Low-End
CMGE Tech (CMGE HK) is a top ten games publisher in China focusing primarily on IPs relating to well-known cultural products and artworks. CMGE...
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HK Connect Flows: Finally the Inclusion for Xiaomi/Meituan
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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