GEM Weekly (5 Aug 2022): Asia PMIs, SK CPI, India Interest Rates; Alibaba, TSMC, NetEase, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Giant Biogene Pre-IPO - The Positives - Fast Growth and Juicy Margins
Giant Biogene aims to raise around US$500m in its Hong Kong IPO. It is a leader in the recombinant collagen market in China.
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Tencent: Excluded from 4th Batch of Game Approvals; Domestic Game Revenue to Drop Further
Though 9-month long game approval freeze was lifted in April this year, both Tencent and NetEase failed to make it into the approved list of more...
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Screening for GEMs: August 2022
An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top100...
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Tencent/Netease: Increasing Pressure with Zero Approval in August Batch & Thoughts on Trading
We analyzed the August batch of game approval. We note that Tencent and Netease continued to score zero in this batch, for the 4th consecutive...
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