[Gaming Sector Update]: Top Picks Are Tencent and NetEase, Positive to Kingsoft, Koei Tecmo, Nexon.
We recently conducted a round of interviews of Chinese start-up gaming companies. Our top picks are Tencent and NetEase. We are also positive to...
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Tencent/Netease: January Game Approval Shows Tencent Playing Catching Up
We analyzed the latest domestic game approval in China. Tencent and Netease received approval for one game each. Overall Tencent is still behind...
359 Views
Tencent/Netease: Tencent Behind Smaller Peers in This Year Game Approval
China just announced game approval for December batch. We see Tencent behind its smaller peers in terms of receiving game approval for both...
753 Views
HK Short Interest Weekly: AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft
We analyzed the latest HK SFC report for aggregate short position as of Nov 11th and highlight short interest changes in AIA, Li Ning, SHK PPT,...
326 Views
Tencent/Netease: Breakthrough in November Batch of Game Approval
We analyzed the latest game approval in China. It is a breakthrough for Tencent since its last game approval in May 2021. Still we are highlighting...
349 Views