(Mostly) Asia M&A: February 2020 Roundup
For the month of February, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$24bn. Clicking on the company...
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NetEase (NTES): Again, Our 4Q2019 Estimate Closer to Result Than Consensus
The game revenue growth slowed down in 4Q2019. However, we believe it will jump up in 1Q2020 due to the boring life caused by the epidemic. Margin...
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COVID-19 Won't Solve Weibo's Core Problems; Company Guides 1Q20 Revenue 15-20% Lower
Weibo guided 1Q20 revenue guidance 15-20% lower as businesses cut back on ad spend due to the coronavirus. While management indicated that user...
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Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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HSCEI Rebalance March 2020 - No Surprises, But Trades Are Performing Well
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes on Friday post market close....
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