GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
260 Views
Toshiba Board Ructions as Independent Director Goes Rogue
Toshiba's Board unanimously supported the SRC's Separation Plan last fall, and for next week's EGM, unanimously opposing 3D Investment's proposals....
526 Views
Tencent Met Our 320 Macro Long Entry Target
Our bear call on Tencent met the reverse target at 320 at macro support to go long with some choppy trade expected in coming weeks. Volume spikes...
445 Views
GoTo IPO - Past Performance Hasn't All Been Great
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we look at the...
392 Views
Tencent (700 HK): Layoff and Penalty Before 4Q21 Result
Layoff rumors are spreading, which cover two departments and 10% of Tencent’s employees. China Banking Regulatory Commission (CBRC) will fine...
321 Views