Alibaba (BABA US): A Deep Dive into Alibaba Cloud
This is the FIRST of a series of reports on Alibaba Group Holding (BABA US), where we try to take a closer look at the fundamentals of each of the...
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Bitauto’s Cheeky Privatisation Offer from Tencent
On Friday, Bitauto Holdings Ltd Adr (BITA US) announced a surprising privatisation bid from Tencent Holdings (700 HK) and Hammer Capital. The bid...
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Last Week in Event SPACE: ZOZO, HKEx/LSE, Nexon, Pacific Energy, Melco, Philip Morris, Changyou
Last Week in Event SPACE ... In the end, what this Tender Offer for ZOZO Inc (3092 JP) from Yahoo Japan (4689 JP) is really about is the emergence...
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HK Short Interest - Diverging Healthcare
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 September.Total short notional...
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Tencent: Are Naspers Selling at the Top?
With Tencent Holdings (700 HK) largest shareholder Naspers (NPN SJ) spinning off its Tencent stake into Prosus (PRX NA), we believe there are a...
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