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...
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GEM Weekly (21 Jan 2022): Chinese Macro Activity; JD.com, Ant Group, ByteDance, Kakao Corp
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Bilibili Makes a Late Entry into Livestreaming E-Commerce; Timing Is Not Just Right
Bilibili launched a shopping cart feature on its livestreaming platform. This comes at a time China’s common prosperity crackdown has set its eyes...
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Aequitas 2022 Asia IPO Pipeline
We take a look at the Asia Pacific IPO pipeline for 2022. This list has been compiled on a best effort basis from tracking company filings and...
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Crackdown on Live-Streaming E-Commerce Could Derail The Recovery of Japanese Cosmetics
Valuation multiples of Japanese cosmetics makers more than doubled during the last 6-7 years alongside the growth driven by the China expansion and...
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