Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
270 Views
Tencent Music (TME): 2Q21, Slow Main Business
The real main business, social entertainment, grew by only 7.4% YoY. The paying user base continued shrinking. Compared to Kuaishou, we believe the...
172 Views
Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
276 Views
Kuaishou (1024 HK): Opportunity Coming After Lock-Up Expiry
Further plunge happened on the day of lock-up expiry.However, Kuaishou's operating data is not as bad as the market believe. We believe Kuaishou...
394 Views
Cloud Village (NetEase Music) IPO: Valuation First-Look
Cloud Village is braving the moribund Chinese IPO market by pre-marketing an HKEx IPO to raise around $1 bn. In this note, we present our forecasts...
216 Views