Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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Last Week in Event SPACE (20 August 2017)
This week, Toshiba Corp (6502 JP) sidestepped an ACME anvil but there are more to follow; Monsanto Co (MON US) / Bayer Ag Reg (BAYN GR)'s...
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China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
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Tencent Delivered Strong Growth in Each Key Business Line; Increase FVE to HKD 344 (USD 44)
Tencent Holdings Ltd (700 HK) delivered another strong result in the second quarter, which reinforced our view of the company as one of the...
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Tencent 2Q17 Earnings: Advertising & Payments Take Center Stage as Firm Shows Strength Beyond Gaming
What You Need to Know Both revenue and earnings beat estimates. Revenue was 59% higher YoY at RMB 56.6bn, while adjusted net income grew 45% YoY...
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