Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
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Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)
Inside is a recap of movements in the last week in the HKEx-Shanghai-Shenzhen Northbound Connect facilities. Net inflow was ~US$3.9bn, split...
375 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
399 Views
Prosus: Finally, a Catalyst; Cash Flows, Capital Allocation, Should Limit Drop in Discount to NAV
In this insight, we analyse Prosus’ operational performance, capital allocation decisions, cash flows, what that implies for the holding company...
436 Views
Tencent: End of Another Quarter with No New Game Approval and Prosus Selling
The second quarter of 2022 has not been any great for Tencent as none of its new game titles were included in the approved list while Prosus...
479 Views