Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
307 Views
Tencent to Supercharge HUYA's Userbase Growth and Monetization; Raise FV to US$28.2 (+47% Upside)
We maintain our overweight rating on HUYA given its expanding amount of exclusive broadcast licenses and the announced upcoming collaborations with...
233 Views
DouYu: HUYA's Main Competitor in the E-Sports Live Streaming Market, We Estimate 63% Upside
E-sports live streaming is one of the industries that received a boost due to the COVID-19 outbreak as various consumers turned to games or game...
190 Views
HUYA: Game Live Streaming Evolving into Mainstream Entertainment Staple, We Estimate 41% Upside
E-sports live streaming is one of the industries that received a boost due to the COVID-19 outbreak as various consumers turned to games or game...
312 Views
Tencent (700 HK): Potential Merger of E-Sports Subsidiaries, Huya Merely The Tip of The Iceberg
An account on Weibo (WB) revealed that Tencent would merge three of its subsidiaries: QQ E-Sports (企鹅电竞), Douyu (DOYU), and Huya (HUYA). We...
690 Views