Bilibili (9626 HK) Pre-Earnings: Layoff Will Slow Down Minor Biz, But More Importantly Cut Loss
BILI dismissed employees in game, e-commerce, and video. We believe the growth rates of minor businesses will slow down in 1Q22. However, the...
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HK Short Interest: Short Spikes for Bilibili, Sany Heavy
We highlight week on week short spike in Bilibili (9626 HK), and Sany Heavy (631 HK) based on the latest HK SFC Short Aggregate report..
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HSCEI Dividend Futures: CNOOC Special Drives 2022 Fair Value Higher, 22/23 Steepener Lower
The CNOOC special div and the potential JD.com special div pushes the fair value for the 2022 div futures higher. With no change to the fair value...
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Tencent: Investments up as Valuations Drop, Room for Another Significant Special in Specie Dividend
In this insight, we analyse Tencent’s recent investment activity and notable investee holdings to evaluate the potential for another meaningful...
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GEM Weekly (15 Apr 2022): Chinese Inflation, Credit Growth; Tencent, NetEase, Ant Financial
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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