Alibaba – Virtually There
*Highlights of Investor Day: Alibaba Group (BABA.US/9988.HK) [Alibaba] held a virtual 2020 Investor Day, where its emphasis was on high quality...
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Tencent - We’re Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpay’s fundamental metrics:...
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Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
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Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
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Tencent – The After Party
*Magic Fairy Dust: While no transaction particulars were disclosed, we calculate an average share purchase price of AUD 22.47 per share for the 5%...
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