PT Surya Citra Media Tbk (SCMA IJ) - Tencent Buying IFlix a Sign?
Tencent Holdings (700 HK) announced its intention to buy Malaysia-based South East Asian OTT player iFlix for an undisclosed sum but likely a...
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Tencent (700 HK): Incentives on Acquisition of IFlix
Tencent is acquiring Malaysia-headquartered online TV platform, iFlix. We believe Tencent aims to put pressure on the domestic competitor,...
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Tencent Potentially Tilts for Iqiyi – Consolidation on the Horizon?
We previously argued that Tencent Holdings (700 HK) could benefit from further M&A to reignite growth (links here and here) Indeed, Tencent...
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Tencent (700 HK): Acquisition of Baidu’s IQiyi, Very Possible
It is reported on media that Tencent will acquire Baidu (BIDU)’s online TV subsidiary, iQiyi (IQ). We believe the reports can be true because...
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Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
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