HK Connect Ideas: One Step Closer to Xiaomi/Meituan Inclusion (2019-08-02)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
502 Views
HK Short Interest - Numb3rs and Ch@rts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 26 July. Total short notional in...
392 Views
Tencent Breakout and Overhead Trend Inflection Barriers
Tencent Holdings (700 HK) has just broken out of bullish triangulation 363/365 (fresh support) and is outperforming from the May lows.Rally...
465 Views
IQ Weakening H2: Deceleration in Subscription Due to Content Restriction;Worsening Ad Demand TP= $12
We are seeing that iQIYI Inc (IQ US) is struggling to simultaneously grow paying both user and monthly ARPU. Current ARPU is ~12.7RMB (less than...
445 Views
HK Connect Ideas: Eleven Weeks of Inflows, Tencent/Nintendo Deal (2019-07-26)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
504 Views