Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
564 Views
GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
432 Views
Gaming. Square Enix (9684 JP). 3 NOTABLE POSITIVES SO FAR IN OCTOBER. BIG MONTH AHEAD
Gaming award nominations and industry scores for FF7 Rebirth could boost sales during the holiday season. CQ4 releases may drive revenues higher...
1.2k Views
Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
276 Views
Shift Up IPO - Refiling and Other Updates, Not Ranked at the Top Anymore
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. In this note, we talk about the refiling and other updates.
434 Views