Leyou in Tencent’s Crosshairs
Leyou Technologies (1089 HK)’s long-drawn takeover saga has potentially taken its final twist. After market close on Friday, Leyou announced that...
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TMT Weekly: 3 Things that Stood Out The Week of 7/10/2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
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Sony – Epic Games Stake Purchase Is Small but VERY Interesting and Positive for Leyou
Sony has taken a small 1.4% stake in Unreal Engine creator Epic Games for $250m. The size of the stake could be a reflection of some caution on...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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Leyou – Is Sony Targeting Splash Damage as Microsoft Targets Warner Brothers Interactive
In our previous note on Leyou we noted that the company was in a good position strategically despite our scepticism about the longevity of its key...
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