China Internet Weekly (9Mar2020): Game News on Tencent, NetEase, and Alibaba
Tencent (700 HK) is fighting ByteDance on remote office software. Online game managers left Alibaba (BABA). JD.com (JD) CFO will retire this...
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Softbank Group: Add Currency Headwinds to the List of Concerns
Over two trading days, Softbank Group shares have fallen 16% and taken the discount to fair value above 50% for the first time since activist...
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Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
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Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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Covid-19 - We Identify Some Opportunities in Markets - Inteqres Review
We dissect the recent decline across Asia and emerging markets with the aim of identifying a few interesting areas for managers to utilise cash. ...
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