Leyou (1089 HK): VCredit Switcharoo Terminated
Minutes after I pushed out my last insight on the 5 May (Leyou (1089 HK): Enter Century Huatong As IDreamsky Tarries), Leyou Technologies (1089...
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Tencent – How Much Can You Read Into Aggressive M&A and a Haphazard Looking Approach to AAA Entry
Following its strong earnings results, driven by lockdowns in China Tencent has been in the news several times lately as it has hired game...
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China Internet Weekly (25May2020): Delivery Orders Surged in April, and Earnings Season
Delivery orders increased by 32% YoY in April versus 23% in March. Xiaomi (1810 HK) achieved year-over-year growth despite the pandemic...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers - with at least...
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HKEX – Not So Fast
*Possible Gift to HKEX: Lower equity market velocity - on the back of reduced market volatility, reduced investment income, and ratcheted pressures...
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