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15.11.25 - 00:36
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US funds tread carefully on China as Oaktree and Appaloosa adjust bets (SCMP)
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Major US fund managers stayed cautious on China in the third quarter, with Oaktree Capital Management rebalancing its exposure to both equities and convertible bonds tied to Chinese firms, while Appaloosa – founded by billionaire investor David Tepper – made selective adjustments.
Oaktree Capital, founded by notable investor Howard Marks, sold all of its 1.5 million shares valued at US$26.8 million in KE Holdings, a Chinese online property platform, in the third quarter, according to its latest......
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14.11.25 - 11:30
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HKD2.3B Southbound Trading Net Inflow to BABA-W (AAStocks)
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There was HKD2.3 billion, HKD2.2 billion and HKD804.4 million Southbound Trading net inflow to BABA-W (09988.HK), TENCENT (00700.HK) and SMIC (00981.HK).There was HKD174.3 million Southbound Trading net outflow from 3SBIO (01530.HK). For Southbound Trading of Shanghai-Hong Kong Stock Connect, BABA-W (09988.HK) was the most activ......
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14.11.25 - 11:00
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Research: CMBI Elevates TENCENT TP to $760, Upbeat on LT AI Opportunities (AAStocks)
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TENCENT (00700.HK)'s 3Q25 total revenue increased by 15% YoY to RMB192.9 billion, 2%/ 4% ahead of market consensus/ CMBI's estimation respectively, primarily driven by a solid 23% YoY incline in game revenue, CMBI released a research report saying. Given its diverse application scenarios and large user base, the broker r......
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14.11.25 - 09:45
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Research: G Sachs: BILIBILI-W 3Q Ad Rev. Growth Accelerates (AAStocks)
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BILIBILI-W (09626.HK) experienced accelerated growth in advertising revenue for 3Q25, according to Goldman Sachs' research report. Adjusted EPADS beat expectation due to operating leverage. Attention should be paid to the momentum of advertising growth and the performance of the game Three Kingdoms.BILIBILI-W's 3Q25 reve......
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14.11.25 - 09:30
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Research: JPM: TENCENT 3Q Results Strong w/ TP $685 & Rating Overweight (AAStocks)
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TENCENT (00700.HK) delivered a strong 3Q25 results, with revenue/ adjusted EPS exceeding market expectations by 2%/ 7% respectively, according to JPMorgan's research report. Adjusted operating profit and net profit both rose by 18% YoY, outpacing revenue growth by 3 ppts.On the other hand, capital expenditure during the peri......
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14.11.25 - 09:15
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Research: Nomura: TENCENT 3Q Revenue Beats; Capex Misses (AAStocks)
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Nomura's report covered TENCENT (00700.HK), of which 3Q results were solid, with revenue YoY growth beating expectations, thanks to strong growth in the online gaming business, especially international gaming, which was the highlight of the last quarter. Nomura maintained a target price of HKD757 and a Buy rating for Tencent......
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14.11.25 - 08:45
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TENCENT Has Launched or About to Launch 40+ Global E-Wallets (AAStocks)
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Tencent's Vice President of Financial Technology, Daniel Hong, recently mentioned that an increasing number of users wish to use their familiar domestic e-wallets for payment transactions while traveling or working abroad. To address this, TENCENT (00700.HK) continues to expand its QR code payment network. On one hand, it co......
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