Tencent Fresh High Targets
In our November 28th insight we outlined a buy the dip strategy on the basis that the previous rise was impulsive and that weakness going into...
107 Views
Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
323 Views
Bears Become Endangered Species, as Tech Faces Zeitgeist Shift…
It’s rather ironic that value fund GMO, which has been relentlessly underperforming and losing AUM, should now be grabbing headlines for ‘melt up’...
157 Views
StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
282 Views
NetEase: Promising Q1 Mobile Game Pipeline,Yet Uncertain Monetization Prospect for MMOFPS Games
In both December and January, we are seeing NetEase Inc (ADR) (NTES US)' promising launches of mobile games, including Ever Lasting City of 7 Days...
220 Views