ENTITY
Tencent

Tencent (700 HK)

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Analysis
Information TechnologyChina
Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.
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02 Mar 2018 15:37

China Newsfeeds Advertising: Catfish Agitates the Sector

●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...

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bullishWeibo Corp
02 Mar 2018 11:46

Weibo (WB) – Recent Censorship Not A Concern, Will Grow Strongly

This week, China government frequently deletes posts and accounts in Weibo (WB) in order to eliminate comments on extended state presidential...

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Ming Lu
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bearishiQIYI Inc
02 Mar 2018 07:19

IQIYI IPO Update: Still Likely to Remain a Not-For-Profit

iQIYI filed for a Nasdaq IPO to raise $1.5 billion on 27 February. It is a leading Chinese online video platform backed by Baidu Inc (ADR) (BIDU...

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26 Feb 2018 10:15

TRACKING TRAFFIC/Chinese Express & Logistics: Express ASPs Fall, Again | Why SF Express Is Different

Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...

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bullishToshiba Corp
26 Feb 2018 00:28

The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars

The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...

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