28: Earnings dive — 1Q 2019 iQiyi and Tencent

In this episode, recorded June 14th, 2019 hosts Elliott Zaagman and James Hull discuss recent events in Hong Kong, proposed US legislation upping pressure on Hong Kong, and get into iQiyi and Tencent’s 1Q 2019 earnings (see James’ blog for corresponding charts).

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Please note, the 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


• iQiyi


• Xiaomi


• JD.com


• Pinduoduo


• Meituan-Dianping

Hosts:

· Elliott Zaagman – @elliottzaagman

· James Hull – @jameshullx, longhedge blog

Editor

• Peter Isachenko

Podcast information:

· iTunes

· Spotify

· RSS Feed

· Music: “Hey Ho” by Steve Jackson, Royalty Free Music