Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Vipshop (VIPS US): Priced for Perfection
The stock has had a phenomenal run from the 12-month low of USD6.26, nearly providing a 200% return at the recent peak of USD18.80 on 16 April...
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Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
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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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