The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
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The GER Weekly Events Wrap: Softbank, Graincorp, Trade Me and Familymart/Don Quijote
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the underlying returns at...
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Tencent Music Entertainment IPO: Read Throughs from Momo's and YY's 3Q18
Two takeaways from Momo Inc's (MOMO US) and YY Inc's ADR (YY US) 3Q18 are 1) live streaming sales growth decelerated swiftly plus subdued 4Q18...
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Tencent Music: Will TME Avoid the Fate of Its Troubled Streaming Peers?
One of the key areas of pushback for the Tencent Music Entertainment (TME US) IPO stems from worries about recent IPO Spotify (SPOT US) and...
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