JD.com HK Listing - Early Look - Getting the Ball Rolling
IFR announced overnight that JD.com Inc (ADR) (JD US) has filed confidentially for a secondary listing in Hong Kong. The deal is expected to be...
579 Views
Tencent (700 HK): Potential Merger of E-Sports Subsidiaries, Huya Merely The Tip of The Iceberg
An account on Weibo (WB) revealed that Tencent would merge three of its subsidiaries: QQ E-Sports (企鹅电竞), Douyu (DOYU), and Huya (HUYA). We...
690 Views
What Might Have Happened at Luckin Coffee (瑞幸咖啡) + Trade Ideas and Implication for Other ADRs
Luckin Coffee (LK US) announced last night that the Board of Directors has formed a special committee to oversee an internal investigation into...
556 Views
Leyou’s Weak Results Unlikely to Deter IDreamSky
In our previous note, we stated that iDreamsky Technology Limited (1119 HK)’s determined pursuit of Leyou Technologies (1089 HK) despite the market...
372 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
306 Views