Global Emerging Markets Weekly: 19 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
278 Views
Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
518 Views
Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
211 Views
Bilibili: Mobile Games Resumes Growth; Losses Widening in 3Q Is in Line with Peers
Bilibili's operating losses widened during 3Q2021. We have observed that Huya's profit margins declined during the quarter while Douyu's paying...
209 Views
Meituan Dianping & Nio Inc: The Definitive EM Underweights
Large benchmark weights have not been enough to lure active managers to invest in either Nio or Meituan in the numbers we would expect. They stand...
197 Views