Online Game Monitor: June 16-July 1, 2024
Top Chinese gaming companies Bilibili, NetEase, and Tencent are seeing strong monetization performance, with estimates raised for annual grossing...
204 Views
[Blue Lotus Daily-TMT Update]:JD/PDD/BABA/BILI/BIDU/700HK/3888HK/1024HK/NTES /3690HK/TCOM/SE/CPNG/BZ
JD launches new low-priced initiative to target lower-tier market, Bilibili and Xiaohongshu experience cloud crash, Tencent announces upgraded LLM...
173 Views
Webtoon Entertainment IPO Trading - Not Cheap Given the Lack of Growth
Webtoon Entertainment (WBTN US) raised around US$315m in its US IPO, after pricing the deal at the top of the range at US$21/share.
243 Views
China Consumption Weekly (24 Jun 2024): Kuaishou, Bilibili, NetEase, GAC, Honda Motor, Chow Tai Fook
Kuaishou and Bilibili’s GMV surged YoY during “June 18” sales. World of Warcraft: Wrath of the Lich King, will formally start on June 27. GAC Honda...
245 Views
Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
627 Views