NetEase (NTES): 3Q21, Magic Awakened by Harry Potter
The new game, “Harry Potter: Magic Awakened”, is successful. Surprisingly, Youdao did not shrink under the new policy. We believe both revenue...
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Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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TME: Earnings Growth Slowing Down; Entertainment Under Pressure Due to Regulation and Competition
Total revenues for the quarter saw the lowest YoY growth since 2017 while Social entertainment services segment reported a YoY decline in revenues...
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Tencent Music (TME): 3Q21, Entertainment Revenue Decreased for First Time
Social entertainment revenue decreased YoY for the first time since IPO. TME failed to raise revenue growth by balancing the growths of user and...
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Vipshop: Cheapest It Has Ever Been
In this insight, we take a closer look at the meaningful market events which have driven the sell-off in Vipshop as well as the short- and longer...
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