Nexon Sale: Speculative Talkings that Hit Korea Local Market Monday
This post is a summary of the market speculations that 'locally' surfaced Monday on Nexon sale. So, I need to say this. If you don't want to hear...
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The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Smartkarma Originals
Tencent Bear Case: An Over-Played Hand (Part 2)
Tencent Holdings (700 HK) is a consensus buy with none of the 46 analysts covering it having an underperform or sell recommendation. Analysts'...
1.1k Views
Smartkarma Originals
Tencent Bear Case: The Growth Illusion (Part 1)
In part one of our extensive bear-case analysis on Tencent Holdings (700 HK) , we analyze a number of elements related to Tencent's overall growth...
1.3k Views
Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
903 Views