Tencent (700 HK): Restart Copying and Erasing Competitors
Tencent launched a new online community “Pengyou” at the beginning of December. The company also launched three online communities in November. We...
471 Views
Behind PDD’s Big Q3 Misses, Profit Mission: Impossible 2020, 2021, 2022...
Pinduoduo (PDD US) ’s unattainable path to profitability is a cautionary tale of next-gen social sharing economy. Investors beware: capital in...
325 Views
HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
518 Views
HK Connect Flows: Meituan Led $1bn Inflows
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
323 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
327 Views