Tencent Music (TME): Only 29% Spotify-Like, But the Other Business Produces Profits
Spotify-like online music accounts for only 29% of total revenues. We believe that social entertainment business contributes all gross profits and...
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Tencent Music Entertainment Group - Much Ado Nah Music About Nothing!
Tencent Music Entertainment (TME US) ("TM") is the latest family member to grow up under the Tencent Holdings (700 HK) umbrella and is now looking...
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Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn't Seem to Be Slowing Down
Tencent Music Entertainment (TME US) (TME) plans to raise around US$1bn via its ADS offering. The deal has been much talked about for the better...
683 Views
Tencent (700 HK): Dominant Viewpoint Misunderstands Reorganization
We do not believe that Tencent will change their focus to corporate services from individual user services as the dominant viewpoint describes. We...
661 Views
Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
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