GEMWeekly (17 Nov 2023): China, Malaysia Macro; Alibaba, JD.com, 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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[Tencent Music (TME US, BUY, TP US$9.7) Rating Change]: Unique Content Unlocked Paying Potential
TME's Q3 results beat expectations, driven by cost-effective operations and music subscriptions. The company is shifting focus to monetizing its...
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Hong Kong Buybacks Weekly (Nov 17th): AIA, United Energy, China Petroleum & Chemical
We analyzed the Hong Kong buyback data in the past week and highlight top 3 companies repurchased the most shares were AIA (1299 HK), United Energy...
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[Blue Lotus Daily] BABA/JD/PDD/1024.HK/ZTO/1519.HK/BIDU/Tencent 700.HK
Double 11 eCommerce update;Alibaba Cloud reportedly crashed for several hours during last weekend, third-party Alibaba Cloud Customers were also...
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Zeekr Pre-IPO - The Negatives - Remains Highly Dependent on Geely
ZEEKR, a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the not-so-positive...
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