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04.05.26 - 10:15
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TENCENT Investment Ratings and TPs (Table) (AAStocks)
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TENCENT (00700.HK) will announce its 1Q26 results next Wednesday (13th). Benefiting from additional ad load on Video Accounts, continued AI-driven improvements and growth in its cloud business, these factors are expected to offset the lack of major new game launches during the quarter, certain artificial intelligence investments......
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04.05.26 - 10:15
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Foresight: M Stanley Forecasts TENCENT 1Q26 Results (Table) (AAStocks)
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Morgan Stanley released a report in mid-month outlining its forecasts for TENCENT (00700.HK) for 1Q26:Item1Q26 ForecastYoY ChangeTotal revenueRMB197.718 billion+9.8%- Value-added services revenueRMB98.511 billion+6.9%-> Domestic games revenueRMB46.332 billion+8.0%-> International games revenueRMB19.090 billion+15......
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04.05.26 - 10:15
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Full-day Takeaway: HSI Up 319 pts; HSTI Up 105 pts; XIAOMI Up over 6%; BABA Up over 4%; WEICHAI POWER, GOFINTECH QUANT, EVERG SERVICES, REPT BATTERO Hit New Highs; Market Turnover Rises (AAStocks)
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At close, HSI rose 319 pts or 1.2% to 26,095. HSTI rose 105 pts or 2.2% to 4,976. HSCEI gained 92 pts or 1.1% to 8,774. Market turnover reached $176.98 billion.Active Heavyweights:XIAOMI (01810.HK) closed at $30.98, up 6.8%BABA (09988.HK) closed at $131.7, up 4.5%MEITUAN (03690.HK) closed at $84.45, up 1.4%TENCENT (00700.HK) clo......
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04.05.26 - 06:30
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Midday Takeaway: HSI Up 439 pts; HSTI Up 139 pts; XIAOMI Up over 8%; BABA Up over 5%; WEICHAI POWER, GOFINTECH QUANT, EVERG SERVICES, GANFENGLITHIUM, REPT BATTERO Hit New Highs (AAStocks)
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At midday close, HSI rose 439 pts or 1.7% to 26,216. HSTI rose 139 pts or 2.9% to 5,010. HSCEI gained 142 pts or 1.6% to 8,824.Active Heavyweights:XIAOMI (01810.HK) closed at $31.56, up 8.8%BABA (09988.HK) closed at $133.1, up 5.6%MEITUAN (03690.HK) closed at $85.55, up 2.8%TENCENT (00700.HK) closed at $475.8, up 1.7%HSI & HSCEI......
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04.05.26 - 02:15
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Report: TENCENT Raises Stake in "Black Myth: Wukong" Developer to 24% (AAStocks)
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According to mainland media citing Qichacha information, Tianjin Hero Jinkong Technology, a subsidiary of Hero Entertainment which previously held a 19% stake in Shenzhen Youke Interactive Technology Co., Ltd. (Game Science), has exited. Filing records of Game Sciences senior management also show that Wu Dan, founder of Hero En......
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01.05.26 - 15:03
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Diginex confirms $10.56 Share Consideration Price in $1.5B Acquisition (GlobeNewswire EN)
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LONDON, May 01, 2026 (GLOBE NEWSWIRE) -- Diginex Limited (NASDAQ: DGNX) ("Diginex" or the "Company"), a leading provider of Sustainability RegTech solutions, is issuing this clarification in response to questions from market participants regarding the per-share consideration for its previously announced potential acquisition of Resulticks Global Companies Pte Limited ("Resulticks")....
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01.05.26 - 02:42
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CCP Moves To Tighten Oversight Of Gig Workers (ZeroHedge)
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CCP Moves To Tighten Oversight Of Gig Workers
Authored by Michael Zhuang via The Epoch Times (emphasis ours),
Beijing is moving to tighten its grip on tens of millions of gig workers—an increasingly vital but volatile segment of China's labor force—prompting warnings from analysts that the effort could deepen social tensions rather than contain them.
Delivery workers from Chinese shopping platform Meituan gather for a briefing before they start their shift near a mall in Beijing on Aug. 21, 2025. Wang Zhao/AFP via Getty Images
On April 26, China's top leadership bodies, the General Office of the Chinese Communist Party (CCP) and the State Council, released new guidelines via Chinese state media Xinhua News Agency, calling for stronger management of what the CCP describes as the country's “new employment groups.”
The directive, while only now made public, is dated Oct. 29 last year. It calls for increased adherence to Xi Jinping's political doctrine and urges workers to “listen to...
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01.05.26 - 00:06
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again (ZeroHedge)
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again
Ahead of today's AAPL earnings report, we've had a mixed picture from Mag 7 earnings so far: GOOGL soared to a record high, MSFT and AMZN both dropped (although they recovered much of their losses throughout the day) and META crashed, all on different reads of their capex. Which leaves AAPL to complete the picture of the big 5 megacaps (with NVDA set to report in a few weeks). As we previewed earlier, focus today will be on how soaring memory prices are impacting the company's profit margin, as well as hearing from new CEO John Ternus.
With that in mind, here is what the company just reported for its fiscal second quarter:
EPS $2.01 vs. $1.65 y/y, beating estimates of $1.96
Revenue $111.18 billion, +17% y/y, beating estimates of $109.66 billion
Products revenue $80.21 billion, +17% y/y, beating estimates of $79.26 billion
IPhone revenue $56.99 billion, +22% y/y, barely beati...
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30.04.26 - 17:16
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House investigating Airbnb over Chinese AI models (The Hill)
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House Republicans have launched an investigation into U.S. companies' use of Chinese-developed artificial intelligence, starting with a probe into Airbnb and Anysphere, the parent company of Cursor. In letters sent Thursday to the companies, the Republican chairs of the House Committee of Homeland Security and House Select Committee on China said their joint investigation is......
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30.04.26 - 14:03
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Corporate News: Diginex Limited (EQS)
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Diginex veröffentlicht Update zur strategischen KI-Transformation – der Übernahme von Resulticks im Wert von 1,5 Milliarden US-Dollar mit starkem EBITDA-Profil von 46 bis 50 Millionen US-Dollar sowie...
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