Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
238 Views
Tencent: A Closer Look at the Online Games Market and Its Relative Strength as Revenue Growth Slows
In this insight, I take a closer look at the Chinese online games industry, its long-term opportunity in a global context, and the relative...
340 Views
Tencent Macro Bull Support Met but Staring at 620 Pivot
Tencent (700 HK) 620 the hurdle/pivot to clear for a green light to avert a re test on the macro bull support at 560. Policy headwinds as China...
200 Views
Tencent: Regulators Order Tencent to Set Up a Financial Holding Company
Several news media outlets report that the SAMR has ordered Tencent to establish a financial holding company to put together its finance related...
152 Views
Pinduoduo (PDD US): Three Reasons Why PDD Fell 5.5% After a 239% Growth
Pinduoduo reported 239% revenue growth in 1Q21, but the stock fell 5.5%. I offer three reasons why the stock fell: GMV, revenue, and loss margins.
298 Views