Tencent Holdings – Living By The Sword
TENCENT HOLDINGS: Tencent 4Q20 results were basically in line with consensus, increasing 7% linked quarter. Tencent will be required to create a...
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Tencent Holdings – Replication Is Flattery
TENCENT HOLDINGS: Tencent’s Afterpay BNPL performance is turning heads. Commonwealth Bank of Australia has announced its own BNPL product which...
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IDP Education Placement Early Look - US$800m Block a Given in 2021
In Dec 2020, we wrote about how Education Australia, the largest shareholder for IDP Education, had launched a formal review which might lead to a...
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Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
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Afterpay 1H21 Earnings Calls Key Takeaways
Afterpay results pointed to continued outperformance, making it a leader in the global BNPL sector. We highlight some of the key areas that make...
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