JD.com Tencent Div Distribution - The US$10bn Overhang
On 23rd Dec 21, Tencent declared a dividend in the form of distribution in specie of 1 share of JD.com for every 21 shares of Tencent. The shares...
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China Online Game Grossing Monitor: October 10, 2024 - December 16, 2024
Peacekeeper and DnF Mobile continue to show performance volatility, while the Eggy Party has underperformed expectations. Meanwhile, Bilibili's...
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[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...
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[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK
Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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