Last Week on China Internet (11Nov19): Alibaba Is No. 5 in Game and Tencent Imitates Momo
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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Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
622 Views
Alibaba HK Listing: Thoughts on the Premium/Discount to the ADRs
Alibaba Group Holding (BABA US) plans to launch a $10-15 billion secondary listing in Hong Kong on 11 November, Singles Day, according to press...
862 Views
Koei Tecmo – Open Sesame
After flatlining between early 2017 and mid 2019 and range trading between roughly ¥1,800-2,000, Koei Tecmo’s (KT) stock is up about 20% in four...
371 Views
YUM China (YUMC): Growling Chicken
The Asian Swine Flu has caused pork prices to increase and shift of protein consumption from pork to others such as chicken. The company does not...
540 Views