Global Emerging Markets Weekly: 19 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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TME: ByteDance’s Entry into Music Streaming to Further Threaten TME’s Dominance
ByteDance has made plans to launch a music streaming app in China later this year which is likely to further threaten TME's market dominance as it...
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NetEase, Tencent: Risk of Negative Games Revenue Surprises Skewed to Tencent, Rather than NetEase
In this insight, I analyse the potential for negative revenue growth surprises, and further earnings downgrades, for NetEase and Tencent, by...
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TME Facing the Music; Ends Exclusive Music Licensing Deals
TME announced that it has relinquished all of its exclusive music licensing agreements as per the order of the Chinese regulators. These music...
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