Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
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Nintendo – All About the Ecosystem
We spoke to Nintendo today to check on conditions with the Switch Lite, Mario Kart Tour and mobile gaming, and the company’s overall thinking...
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HK Connect Flows: Tencent, Xiaomi, HKEX, and WH Group
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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India Payments | Paytm - A First Time Investor's Guide
Building on our earlier coverage on India India Payments | What Really Matters and Suggested Channel Checks , in this series, we provide a more...
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Hong Kong - 2019 Short Interest Recap
Using the SFC short data report released weekly, we take a look at the short interest on Hong Kong listed names for the year. For stocks with short...
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