CX Daily: Lithium Tops Out
In Depth: Lithium tops out. ‘China’s door to the outside will only open wider,’ Vice Premier Liu He says. Charts of the Day: China’s FDI growth...
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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...
360 Views
H World (HTHT) Follow-On Offering - A More Genuine Need
H World Group (HTHT US) aims to raise around US$260m via a follow-on ADS offering. In this note, we talk about the deal dynamics and run it through...
393 Views
NetEase(NTES.US) 4Q22 Preview: Enter a Period of Lukewarm Performance
NetEase's 4Q22 preview. Our numbers are in-line in revenue while beat in non-GAAP net incomes. Several of NetEase’s mid-tier games saw declines in...
498 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