Tencent (700HK) Is Anti-Cheat Software Really Spying Software
Twitter is abuzz with gamers complaining about the new anti-cheat software Riot Games is asking closed beta players of Valorant to download. Riot...
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Market Shorts IT; FOMO Pushes Up 'New Economy' Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 April 2020.Total short...
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Short Interests Spiked for SMIC, Galaxy and Techtronics
Hong Kong SFC reported on today for aggregate short position on Apr 9th. The aggregate short value for equities increased by $2,365m (+4.6%) WoW...
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HK Connect Weekly: Chinese Were Buying China Feihe and Ping An Good Doctor
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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