HK Weekly Short Interests: Spike for Tencent, Meituan, Big Covers for China Gas, Longfor
Hong Kong SFC reported on today for aggregate short position on Apr 17. The aggregate short value for equities increased by $1,621m (+3.0%) WoW and...
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Alibaba (BABA): SEC Chair’s Warning Against Chinese Equities
Trump-nominated SEC Chairman appeal to investors for not investing in Chinese equities. We believe his claim is political but not financial. We...
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China Internet Weekly (27Apr2020): BABA, PDD, BIDU, Xiaomi, JOBS, Most Moves Are About Cash
We believe cash balance may not tell the truth, but companies’ moves will. Alibaba (BABA) plans to invest in computing infrastructure – fat...
265 Views
Clear Media: Comp Doc Out. Done Deal. Payment 19 May
On the 31 March, Clear Media Ltd (100 HK)-management-led Ever Harmonic made a voluntary cash offer for Clear at HK$7.12/share, a 50.21% premium to...
318 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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