Samsung Electronics: Return of the King
After a brief flirt with underweight in late 2022, active Asia Ex-Japan managers rotate back in to Samsung Electronics, pushing allocations towards...
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HK Short Interest Weekly: Baba, Tencent, Meituan, CMB, Yankuang Energy
We analyzed the latest HK SFC report for aggregate short position as of Jun 16th and highlight short interest changes in Baba, Tencent, Meituan, Cm...
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China TMT Update-PDD/1024.HK/700.HK/Luckin/BILI: PDD Adds Live Broadcasts;Bili Changes Video Display
PDD/1024.HK/700.HK: PDD adds an entrance dedicated to viewing live broadcasts (+/-/-);Luckin Coffee: Luckin Coffee cooperate with OneContract...
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China TMT Update-NTES/700.HK/9995HK/1801HK/LKNCY/2150HK/ATAT/3690HK:Game Code,ADC-PD1, Tourism Spend
NTES/700.HK: 89 domestic game code approval；9995HK/1801HK：RemeGen explored ADC-PD1 combination theray；LKNCY/2150HK/ATAT/3690HK: Tourism spending...
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4Paradigm Pre-IPO - Refiling Updates - Has Been Paring Down Losses but Cash Runway Seems Short
4Paradigm (1764934D HK) is looking to raise about US$600m in its upcoming IPO in Hong Kong. In this note, we will cover the firm’s refiling updates.
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