Asia Shorts: Alibaba, CMB, Tencent, Anta, Shiseido, Odakyu, Keio, NC Soft, LGD, SK Tel, Evergreen
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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TME Facing the Music; Ends Exclusive Music Licensing Deals
TME announced that it has relinquished all of its exclusive music licensing agreements as per the order of the Chinese regulators. These music...
253 Views
Bairong: Upcoming Lock-Up Expiry
Bairong’s pre-IPO investors’ lock-up period expires on 20 September. In this note, we look at the returns of the pre-IPO investors and potential...
209 Views
HSI, HSCEI, HSTECH: September Rebalance Flows Post Capping
There are some pretty large flows across the HSI, HSCEI and HSTECH at the September rebalance due to name/float/capping changes. Impact on some...
387 Views
JOYY Inc Privatisation: Our Thoughts on Valuation
The rumoured deal price of US$75-100 per share offers a good upside to our SOTP price of US$74.27 per share. Assigning a target EV/Revenue of 1.0x...
234 Views