U.S. Equity Strategy: Buy The Dips
New developments outlined in today’s report are of the bullish variety. The way we see it, the positives continue to heavily outweigh the...
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JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
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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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CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
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China Brokers: Surging Trading Activities Benefit the Sector, CSC Financial (6066.HK) Is Top Pick
China A-share market daily turnover has surged to pass RMB 1.5 trillion on Monday with Shanghai Composite Index jumped almost 6% in a day. The...
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