Naspers Will List Multichoice (Video Entertainment) As It Tries to Reduce the NAV Discount.
Naspers Ltd (NPN SJ) trades at a very wide discount to NAV, a level that has been stubbornly high an has attracted the attention of activist...
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Xiaomi Corporation–50% Downside Conceivable Given “One Foot,One Punch,One Inch” Initiative of China
In ANTYA’s view, Xiaomi Corp (1810 HK) (“Xiaomi” or the “Company”) is a reluctant low-margin device and electronic hardware manufacturer,...
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Tencent Holdings: China's "One Foot, One Punch, One Inch" Initiative Undermines Tencent.
Tencent Holdings (700 HK) along with Alibaba Group Holding (BABA US) has been a leading light in the emergence of China as a formidable Internet...
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Entertainment Plus (猫眼娱乐) IPO: The Engineered Movie Ticketing Leader that Runs Out of Steam (Part 1)
Entertainment Plus, the number one movie ticketing company, plans to raise up to USD 1 bn via a listing on the Hong Kong Stock Exchange. In this...
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Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
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