Tencent/Netease: Both Zeroed in March Game Approval
China's game approval process shows higher levels than in 2023, with an accelerated pace resembling pre-tightening, but major companies like...
395 Views
HK Connect SOUTHBOUND Flows (To 28 Mar 2024); Strong Net Buying on Tencent, Telcos, and Energy
HK SOUTHBOUND Connect was a net buyer again this week, but the streak of consecutive buying since Chinese New Year was broken on Monday. SOEs and...
549 Views
[Tencent (700 HK, BUY, TP HK$351) TP Change]: Improvement of Earning Quality Should Be Sustainable
Tencent's C4Q23 results show non-game revenue exceeding expectations, but market concerns linger on sustainability of shift from game to non-game...
288 Views
HK Connect SOUTHBOUND Flows (To 22 Mar 2024); Strong Net Buying on Tencent and ETFs
HUGE inflows into HK stocks by HK SOUTHBOUND Connect led by Tencent and the Tracker Fund. High-div SOEs were the main target before. Still seeing...
475 Views
Tencent Posts Weaker Quarterly Results Amid Gaming Challenges
Tencent Holdings Ltd. (腾讯) reported weaker-than-expected results in the fourth quarter of 2023, as the Chinese internet behemoth faced challenges...
478 Views