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China Literature (772 HK)
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Consumer Discretionary
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bullish
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Tencent
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27 Sep 2022 11:06
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
Sumeet Singh
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564 Views
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bullish
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Tencent
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07 Jun 2023 09:55
Tencent Investee Selldown - JD.com Done, Meituan Done, Two More Still Left
Tencent has been distributing shares in some of its investments over the past two years. In this note, we look at which of its remaining investee...
Sumeet Singh
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601 Views
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bearish
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Meituan
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16 Nov 2022 18:37
Tencent Meituan Dividend - The US$20bn Overhang - Impact, Placement, Index, Other Investees
On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. In this note, we look...
Sumeet Singh
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621 Views
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bearish
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Cloud Village
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24 May 2022 06:45
Cloud Village IPO Lock-Up - Selling the PE Stock (US$350m) Might Solve the Liquidity Issues
Cloud Village Inc. (CVI), also known as NetEase Music, raised around US$420m in its Hong Kong IPO in Dec 21. Investors will be released from their...
Sumeet Singh
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353 Views
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bullish
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Tencent Music Entertainment Group
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19 Nov 2024 08:48
BUY/SELL/HOLD: Hong Kong Stock Updates (NOVEMBER 18)
Hong Kong has seen its Consumer Discretionary and Healthcare sectors perform well since the stimulus in September. CRCC has had several buy...
David Mudd
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235 Views
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