Tencent's FVE Raised by 45% to HKD 492 (USD 63) After Coverage Transfer; Shares Undervalued
We have transferred coverage of wide-moat Tencent and have raised our fair value estimate to HKD 492 per share (USD 63) from HKD 344 per share (USD...
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21 Things Worth Knowing (#16)
In this issue:Flying cars, Zimbabwe coup de Grace, impairments, Brazil making oil investment more attractive, tightening monitoring of Chinese...
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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HiM International Music - Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
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21 Things Worth Knowing (#15)
In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea, Naspers will carry on buying, South Africa's consumer woes...
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