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CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

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Manage episode 301497059 series 2634360
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

Editor:

Podcast information:

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 301497059 series 2634360
Content provided by TechNode. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechNode or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

Make sure you don’t miss anything. Check out our lineup of China tech podcasts.

This episode, the guys are joined by regular guest Michael Norris to review some Q2 earnings highlights. They zoom in on Kuaishou, Tencent, and Xiaomi: three companies that have faced dramatically differing fates in recent months, but whose trajectories offer insights into the current state of China tech and its regulatory overhaul.

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

Watchlist:

  • Tencent
  • Alibaba
  • Baidu
  • Bilibili
  • Xiaomi
  • JD
  • Pinduoduo
  • Meituan-Dianping
  • Kuaishou

Hosts:

Guest:

Editor:

Podcast information:

  continue reading

84 episodes

All episodes

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