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Summary Alibaba’s business continues to be negatively affected by the direct and indirect interferences of Beijing in its affairs. The company is unlikely to aggressively scale its cloud offerings in comparison to its western peers. At this stage, it’s safe to assume t...
Summary Alibaba has gone up by more than 30% since my last buy rating on it, and this article looks forward to see what we should watch out for in 2023. For China eCommerce, I expect it to show strong growth in 2023 on the back of a low base and removal of covid restrictions as Alibaba ...
Summary Growing hopes that China will reopen its economy have ignited a spectacular rebound in Chinese technology stocks, but we believe that hopes for a reopening are premature. Instead, we see imminent risks of a failure in the market rebound, potentially resulting in sharp losses for...
Tencent Holdings Limited (TCEHY) Q3 2022 Earnings Conference Call November 16, 2022 07:00 AM ET Company Participants Wendy Huang - Investor Relations Huateng Ma - Chairman and Chief Executive Officer John Lo - Chief Financial Officer Martin Lau - President ...
Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore fu...
Summary Kuaishou continues to see strong topline growth, driven by robust growth in its advertising and eCommerce business segments. There is room for growth with the company continuing to expand and diversify its user base, and invest in enhancing competitiveness through logistic...
Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Summary Market conditions and competition have dampened Baidu, Inc.'s growth in advertising. Meanwhile, the emergence of major risk factors and horrific sentiment vis-à-vis Chinese stocks have contributed to a collapse of Baidu shares. A dominant position in search, economic ...
Summary Investor sentiment is overly pessimistic on the PCAOB audit where there are multiple signs that Alibaba could walk away without any issues. Online retail sales were better-than-expected and show improvement in the recent quarter, which bodes well for Alibaba. Efficienc...
Summary China stocks are a value trap investment. The policy-turnaround favoring re-globalization needed for the bullish case. The China reopening rumor is a short-squeeze trigger. One of the worst investments ever The iShares China Large-Cap ETF ( FXI ) is p...
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Cutting-edge technologies at Hong Kong tech fairs attract over 66,000 buyers worldwide HONG KONG, Apr 16, 2023 - (ACN Newswire) - Hong Kong showcased its strengths in innovation and technology (I&T) at a series of innovation and tech fairs, including the first-ever InnoEX co-org...
Inaugural InnoEX kicks off today HONG KONG, Apr 12, 2023 - (ACN Newswire) - The first-ever InnoEX, jointly organised by the Government of the Hong Kong Special Administrative Region (HKSAR) and the Hong Kong Trade Development Council (HKTDC), which is running in conjunction with the...
Inaugural InnoEX promoting Hong Kong's Innovation and Technology Development HONG KONG, Mar 28, 2023 - (ACN Newswire) - Innovation and technology (I&T) play an important role in Hong Kong's development blueprint, especially in the growing demand for smart city technologies and a...