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...
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China ADRs Delisting - Tide Is Turning with CSRC Showing Signs of a Compromise
On 2nd Apr 2022, CSRC put out a draft for public comments on the revision of certain provisions which would allow easier access by overseas...
467 Views
Vipshop: With Net Cash at Nearly 50% of Market Cap, Is It a Value Trap or a Takeover Target?
In this insight, we analyse Vipshop’s user base growth, financial performance, and earnings outlook, take an updated look at current valuation...
564 Views
Tencent Holdings – Getting Its House In Order
TENCENT: Substantial disagreements over DouYu’s strategic direction, has caused a re-think at Tencent. Unlike the JD.com move, the Douyu move makes...
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Huya – If Douyu Is Being Taken Private Huya Should Be Too
Tencent is reportedly considering taking Douyu private. While the news is positive for Douyu we would prefer to look one connection away at the...
314 Views