HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
517 Views
HK - Alibaba Most Shorted; Xiaomi, Yuhua Edu, AAC Tech, CNBM Covered
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 6 December.Total short notional...
408 Views
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...
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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...
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