NetEase (NTES): Game Business Worth Upside of 28~40% and There Is E-Commerce
During the license suspension, NetEase showed the ability of developing new versions and contents based on the licensed games. The China Press...
659 Views
Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
414 Views
Sea Ltd (SE US): Placement a Good Opportunity to Enter an Attractive Story
Last Friday, Sea Ltd (SE US) unveiled plans to raise around $1 billion (based on the closing price on 28 February) through an underwritten public...
497 Views
Tencent (700 HK): In Fact Benefited from License Suspension
Tencent’s market share as measured by the number of active users increased during the the period license suspension. We believe that Tencent’s...
905 Views
Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
690 Views