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...
668 Views
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...
419 Views
Zhihu Dual-Primary Listing: HK-ADS Premium/(Discount) Views
In this note, we will look at Zhihu’s potential HK-ADS premium/(discount). Zhihu pricing its H-shares at a discount of 3-4% to its ADSs will be...
433 Views
Zhihu HK Secondary - Going Further than Autohome and Weibo, Stock Might Go Further Down as Well
Zhihu plans to raise around US$130m via a dual primary listing in Hong Kong. In this note, we will talk about the deal dynamics.
488 Views
GEM Weekly (8 Apr 2022): South Korea, China, India Macro Data; JD.com, Tencent, Chinese Audits
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
381 Views