Last Week in Event SPACE: Naspers, First Pac, Toshiba, Nissan, Entertainment One, Huaneng Renew
Last Week in Event SPACE ... Naspers (NPN SJ) appears to have baked in most of the upside from the Prosus (PRX NA) spin-off. Near-term there...
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IQiyi (IQ): An Empty TV Box
We believe IQ’s cash will be used up within 6 quarters. We also believe IQ has limited abilities in obtaining more cash for...
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Naspers & Prosus IPO/Spin-Off Part III - The Dreaded Discount and Implied Valuations
Prosus (PROSUS NA) will begin trading on Euronext Amsterdam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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HK Connect Ideas: Connect Stock Review This Week, Sunny Optical, Gold Miners (2019-08-30)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Hong Kong Buyback Weekly: Country Garden, Tencent First Buyback in Ten Months (2019-08-30)
Hong Kong Exchange publishes share repurchases by listed company on a daily basis. In our weekly note, we will provide statistics on top...
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