China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
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Tencent (700 HK): Incentives on Acquisition of IFlix
Tencent is acquiring Malaysia-headquartered online TV platform, iFlix. We believe Tencent aims to put pressure on the domestic competitor,...
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Last Week in Event SPACE: Wirecard, Skyworth, Nichii Gakkan, Yixin, Perennial, 58.Com, Keppel
Last Week in Event SPACE ... Wirecard AG (WDI GR) is too toxic to touch, even from the long side with a barge pole, until all this fraud is...
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Tencent Potentially Tilts for Iqiyi – Consolidation on the Horizon?
We previously argued that Tencent Holdings (700 HK) could benefit from further M&A to reignite growth (links here and here) Indeed, Tencent...
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Tencent (700 HK): Acquisition of Baidu’s IQiyi, Very Possible
It is reported on media that Tencent will acquire Baidu (BIDU)’s online TV subsidiary, iQiyi (IQ). We believe the reports can be true because...
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