Netease (NTES US): Upward Journey to Continue
We highlighted NetEase Inc (NTES US) and Tencent Holdings (700 HK) in our April report Strategy: Looking for Inspiration in the Time of COVID-19 as...
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HSCEI Index Rebalance - Huge Turnover as WVRs & Secondary Listings Make Their Index Debut
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes post market close on 14 August....
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NetEase (NTES): Better Growth in 2Q20, Margin Down, But Not in Game
The growth rates of total revenue and game revenue continued to accelerate in 2Q20. Minor businesses as a whole grew by 44% YoY, even more rapidly...
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Tencent: 2Q20: Two Reasons Why I Sleep Well at Night
In our sector report, Strategy: Looking for Inspiration in the Time of COVID-19, published on 22 April 2020, we highlighted Tencent Holdings (700...
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Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
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