TME – ByteDance’s Launch of Music Streaming App to Add Further Pressure on Earnings
ByteDance has launched a new music streaming service in China called Qishui Yinyue. TME’s earnings have come under pressure with ending of...
495 Views
Zhihu HK Secondary Listing Trading - Delivered the Correction but Still Set for the Worst Debut Yet
Zhihu Technology (ZH US) raised around US$106m via a dual primary listing in Hong Kong. In this note we talk about the demand and trading dynamics.
451 Views
GEM Weekly (15 Apr 2022): Chinese Inflation, Credit Growth; Tencent, NetEase, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
419 Views
Zhihu Dual-Primary Listing: HK-ADS Premium/(Discount) Views
In this note, we will look at Zhihu’s potential HK-ADS premium/(discount). Zhihu pricing its H-shares at a discount of 3-4% to its ADSs will be...
433 Views
Tencent/Netease: China Game Approval Resumption Is a Relieve, but Not Out of Tunnel
China resumed game approval. We view this as a very positive development for game developers and to a larger extent the TMT industry.
412 Views