Tencent: Meta Challenges Ahead
As metaverse begins to gain traction in China, the regulators have issued warnings which has led to speculation that there could be more regulatory...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd & FreeFire, Arwana Citramulia, and CPO's Poor Show
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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NetEase (NTES) Pre-Earnings: Exploring Overseas Market
NTES is exploring oversea market. We believe NTES has the experience in dealing with the license suspension for new games. We believe the stock has...
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Tencent Holdings – Bad News On The Doorstep
TENCENT: The USTR office added Tencent and Alibaba Group to the US government's latest "notorious markets" list. Similar to running afoul of...
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Hong Kong Connect Flows: Wuxi Biologics, Shenhua, XPeng
We highlight weekly Hong Kong Connect inflows into Wuxi Biologics (2269 HK), Shenhua Energy (1088 HK), and Xpeng (9868 HK).
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