Online Game Monitor: May 26-June 2, 2024
The week's biggest name is Tencent's DNF Mobile reaching a historical high in Chinese mobile game launches in the first week.
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China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
331 Views
A Few Generative AI Takeaways From C1Q24 Earnings
C1Q24 generative AI has made explicit impact on listco earnings. We summarized the observed trends and found China has a great deal of potential to...
358 Views
Super Hi International US ADS - Has Been Doing Well but Doesn’t Really Need the Cash
Super Hi International Holding (9658 HK) aims to raise around US$100m in its US ADS offering. MS and Huatai are on the deal.
381 Views
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
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