Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
352 Views
Alibaba (BABA): Overly Impacted, Accumulate Before 3Q22 Result
The stock price declined before the indexes. The Chinese e-commerce market is still promising. We believe the stock will have an upside of 68%.
576 Views
ECM Weekly (13th Feb 2022) -Krafton, Huitongda, GogoX, Lepu, Adani Wilmar, Vedant, Mitsubishi Estate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
335 Views
GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
276 Views
Tencent: 4Q2021 Earnings to Soften with Decelerating Games Growth and Weak Ad Revenue
We expect Tencent’s 4Q2021E results to show up further weaknesses in the company’s earnings driven by decelerating growth in online games and...
386 Views