China Internet CNY Holiday Update: Gaming Performed Better than Ads and ECom
Our recent channel check indicates that online gaming has a better performance than online ads and eCommerce during the Chinese New Year holiday....
261 Views
Tencent (700 HK): Risen 100% in Three Months, But Still 21%~44% Upside
We believe revenue growth will rise by 9% in 2023. We believe the operating margin will climb up from 3Q23. We also believe the stock will have an...
344 Views
CX Daily: China Boots Record Number of Companies From Its Bourses
In Depth: China boots record number of companies from its bourses. Covid deaths fall nearly 80% from January peak, China CDC says
414 Views
China Internet Weekly (23Jan2023): Tencent, Meituan, NetEase, Activision Blizzard
The authorities approved three of Tencent’s games in January 2023 after five in December 2022. Tencent closed its XR business. NetEase refused to...
370 Views
GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
436 Views