Tencent Potentially Tilts for Iqiyi – Consolidation on the Horizon?
We previously argued that Tencent Holdings (700 HK) could benefit from further M&A to reignite growth (links here and here) Indeed, Tencent...
339 Views
Tencent (700 HK): Acquisition of Baidu’s IQiyi, Very Possible
It is reported on media that Tencent will acquire Baidu (BIDU)’s online TV subsidiary, iQiyi (IQ). We believe the reports can be true because...
411 Views
Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
479 Views
China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
198 Views
China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
559 Views