Last Week on China Internet (4Nov19): JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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NetEase (NTES): Shaking Off Burdens in Minor Businesses and Got Cash - Smart Moves
NTES successfully shook off its burden in minor businesses and got cash from these deals, including (1) the IPO of Youdao (DAO US), (2) the...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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Tencent Music (TME): Anti-Trust Investigation May Take at Least USD2.80 Per Share
TME is reported under an anti-trust investigation by the State Administration for Market Regulation (SAMR). TME almost monopolizes both music...
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🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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