Tencent Music (TME): In Q1, Revenues Slowed Down, But Won Users from Competitors, Upgrade to Hold
The revenue growth rate decreased to in 10% in 1Q2020 versus over 30% YoY in previous quarters. However, TME live broadcast’s active user base was...
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Weekly (11May2020): Labor Day Online Sales up 36%, BABA & PDD on U.S. Blacklist
Labor Day vacation online sales increased 36.3% YoY. Alibaba (BABA) and Pinduoduo (PDD) are blacklisted by the Office of the U.S. Trade...
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ECM Weekly (10 May 2020) - Kingsoft Cloud, NetEase, Central China New Life, Peijia Medical, Kintor,
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. As...
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HKEx – Earnings Risk but an Opportunity Thereafter? (Quantamental Analysis)
While strong trading volumes in 1Q should benefit HKEx we believe expectations may have run slightly ahead of themselves. Based on our analysis of...
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NetEase HK Listing - Early Look - Follow the Leader
NetEase Inc (NTES US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around US$1-2bn. In our...
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