Tencent (700 HK): Besieged Game Business
Short video has been taking time on site from game players. Main games are shrinking, but the authorities do not grant license to new games.
290 Views
NetEase (NTES): 4Q21, Better than Expectation
Revenue grew strongly due to the new game, Harry Potter. NTES has confidence in the growth of cloud music. We believe the stock has an upside of...
290 Views
HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
334 Views
NetEase (NTES) Pre-Earnings: Exploring Overseas Market
NTES is exploring oversea market. We believe NTES has the experience in dealing with the license suspension for new games. We believe the stock has...
202 Views
GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
250 Views