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2023-10-30 06:58:50 ET More on tech stocks Drop Apple Stock, As Overvaluation Won't Survive ~5% On Treasuries Google: Big Year-Over-Year Improvements Despite Cloud Disappointments Microsoft: A Top Bet On Cloud Growth Google: Not So Spooky Earnings wee...
2023-10-26 17:59:39 ET Summary Tencent Music’s live streaming business is under the regulatory spotlight this year. While online music subscriptions are outperforming, regulatory headwinds threaten to derail hopes of a turnaround. There’s still earnings growth po...
2023-10-26 17:28:54 ET Summary Given the ongoing buybacks at all levels of the triad, we should expect Naspers to outperform Prosus and Tencent to underperform both. Yet this is not happening. In this article, I will investigate the underlying dynamics and propose a solution f...
2023-10-24 07:06:35 ET More on Chinese tech stocks Baidu: Don't Sleep On China's AI Leader Alibaba Is Getting Absolutely Cheap Tencent: Record Low Valuation And Restored Growth Signal Upside JD.com: Expect Long-Term Economic Overhang To Continue Chine...
2023-10-22 09:45:04 ET More on videogame names Microsoft: Well-Diversified, Top-Tier Management, And Undervalued Warner Bros. Discovery: Mr. Market Clearly Doesn't Get It As A Buy At $10 Microsoft: Top AI Leader - But It's Not A Buy At Any Price For further d...
2023-10-20 06:17:03 ET More on Alibaba and Tencent Alibaba Stock: Maintaining Buy Rating, Upside Set For 2024 Alibaba's Strong International Retail Makes It A Buy Alibaba: New Structure To Increase Shareholder Value Tencent: Record Low Valuation And Restored ...
2023-10-18 07:05:13 ET More on Chinese tech stocks Alibaba: New Structure To Increase Shareholder Value Baidu: Underrated AI Stock With A Growth Catalyst JD.com: Expect Long-Term Economic Overhang To Continue Alibaba, Tencent join $300M funding round of Chine...
2023-10-17 10:09:26 ET More on Nvidia Nvidia: Stanley Druckenmiller Is Right About AI (Rating Upgrade) Nvidia's Exceptional Performance In 2023: A Strong Indicator Of Future Success Nvidia: The King Of AI And The Sword Of Damocles Nvidia is speeding up its ca...
2023-10-17 06:19:48 ET More on Alibaba and Tencent Alibaba's Turning Point: Stimulus And Satellite Optimism Tencent: Record Low Valuation And Restored Growth Signal Upside Alibaba: Don't Sell The Cainiao Logistics Spin-Off Chinese President calls for boosting...
2023-10-13 11:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...
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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...