GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
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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China Internet – Online game sector: rebounded in 2Q23
Supported by the recovery of game supply and paying willingness, online game market revenue returned to positive growth track and was up by 12% YoY...
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Hong Kong Buybacks Weekly (Jul 28th): Aia, Dexin Ser, Deewin
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
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CX Daily: WeChat’s Short Video E-Commerce Drive Suffers From a Lack of Customers
Tencent /In Depth: WeChat’s short video e-commerce drive suffers from a lack of customers Climate /: Former U.S. Treasury head urges Beijing and...
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Lalatech IPO Valuation Analysis: Discount To Last Round Valuation Is Justified
Lalatech Holdings is expected to go public this year and may raise $1B in the upcoming Hong Kong IPO. My analysis suggests a significant discount...
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