GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi
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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HSCEI Dividend Futures: Nearing the Pointy End of Results Season
Over half of 2023 DIPS are now confirmed & will rise to 80% by close tomorrow. There is FX risk attached to most dividends. The 2023/24 steepener...
409 Views
Meituan: Scaling Back Ride-Hailing Business to Maintain Margins
Meituan is restructuring its ride-hailing biz. Though this sounds like a good move and drive margins, we expect this to have a minimal impact with...
365 Views
HSCEI Dividend Futures: Fair Value Estimates as Result Season Looms
HSCEI constituents will declare 2022 results and dividends in the next few weeks. 2023 div futures are trading around fair, but there could be...
504 Views
Tencent Meituan Dividend - The US$17bn Overhang Is Almost Here - Lesson from JD.com
On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. The US$17bn overhang...
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