Tencent and Ping An Sliding Toward Our Bear Objectives
Tecent and Ping An continue to work their way lower after our March 22 sell call. More importantly these bell weathers have a direct impact on...
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TVB: A Discussion with Management
Television Broadcasts Ltd (511 HK), Hong Kong's largest free-to-air broadcaster, touched a ten-year low last week, three months after the lapse of...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
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Ping An Good Doctor: Priced to Induce Altitude Sickness
Ping An Healthcare And Techn (1573582D HK) /PAHTG is a leading Chinese internet healthcare company. It announced its IPO price range of...
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Tencent: Feedback from Meeting with Senior Management
We attended a roundtable discussion last week led by senior representatives from Tencent Holdings Ltd (700 HK) to hear details about WeChat, its...
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