Tencent (700 HK): 1Q22, Zero Growth, But Will Recover for New Policies, Upgrade to Buy
Authorities encourage platform economy and restarted approve new games. Fintech just met a high comparison base in 1Q21 and we believe the growth...
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China Bans Online Platforms From Livestreaming Unapproved Games
The Chinese government has further tightened its grip over video game livestreaming with new rules for platforms providing such content designed to...
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GEM Weekly (15 Apr 2022): Chinese Inflation, Credit Growth; Tencent, NetEase, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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GEM Weekly (8 Apr 2022): South Korea, China, India Macro Data; JD.com, Tencent, Chinese Audits
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
351 Views
Vipshop: With Net Cash at Nearly 50% of Market Cap, Is It a Value Trap or a Takeover Target?
In this insight, we analyse Vipshop’s user base growth, financial performance, and earnings outlook, take an updated look at current valuation...
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