Blue Lotus Entertainment Sector Update: Tencent, NetEase and Kingsoft Have Strong Pipeline
We suggest that both Tencent and NetEase will launch blockbuster new games in their pipelines during this year's summer vacation, with NetEase...
395 Views
HK Short Interest Weekly: Baba, Tencent, Meituan, CMB, Yankuang Energy
We analyzed the latest HK SFC report for aggregate short position as of Jun 16th and highlight short interest changes in Baba, Tencent, Meituan, Cm...
382 Views
China TMT Update-PDD/1024.HK/700.HK/Luckin/BILI: PDD Adds Live Broadcasts;Bili Changes Video Display
PDD/1024.HK/700.HK: PDD adds an entrance dedicated to viewing live broadcasts (+/-/-);Luckin Coffee: Luckin Coffee cooperate with OneContract...
337 Views
China TMT Update-NTES/1024.HK/ZTO: Kuaishou Raises Service Fees; Harry Potter Mobile Overseas;parcel
NetEase: international version of "Harry Potter: Magic Awakened" on June 27； Kuaishou E-commerce will adjust its service fees；ZTO: MOT reports...
250 Views
Baba/JD/PDD/VIPS/Kuaishou: 618 Not as Bad as Investors Depicted, and Our Estimations of GMV Growth
We estimate that the GMV growth rates during the 618 period for Taobao+Tmall, JD, Pinduoduo, Vipshop, and Kuaishou are approximately 3%, 15%, 20%,...
321 Views