NetEase (NTES): Better Growth in 2Q20, Margin Down, But Not in Game
The growth rates of total revenue and game revenue continued to accelerate in 2Q20. Minor businesses as a whole grew by 44% YoY, even more rapidly...
363 Views
Tencent: 2Q20: Two Reasons Why I Sleep Well at Night
In our sector report, Strategy: Looking for Inspiration in the Time of COVID-19, published on 22 April 2020, we highlighted Tencent Holdings (700...
406 Views
Huazhu HK Secondary Listing - Early Look - Needs the Cash More than Most Secondary Candidates
Huazhu Group (HTHT US) has filed confidentially for a US$1bn secondary listing in Hong Kong, as per media reports. In our earlier insight, China...
500 Views
China Internet Weekly (10Aug2020): Pompeo Mentioned Decoupling List, How About Apple in China?
U.S. Secretary of State, Pompeo, suggests Chinese cloud companies should be banned. If the users in China face the choice between WeChat and...
304 Views
NetEase (NTES): Expect Steady Growth in 2Q20, Fortune No 2. ROE in China
Fortune announced NetEase had the second-high return on equity among all Chinese listed companies. We expect revenue to rise by 16% YoY and EPS to...
291 Views