China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
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Accumulate: Tencent Increasing Stake Confirms Strong Outlook for Huya & Esports
Tencent has exercised its option to increase its stake in Huya, buying shares from JOYY. This action was part of our initial investment thesis in...
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Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
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Aequitas 2019 IPOs and Placements Performance - Things We Got Right/Wrong and Things We Plan to Do
2019 marked our first full year of operations as an Independent Research Company, post spin-off from Smartkarma in August 2018. With our...
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Tencent Share Purchase Rights Makes HUYA Compelling Stock into 2020
Tencent has the exclusive right to purchase additional Huya shares from March 2020 to March 2021. We believe this will be supportive of Huya prices...
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