NetEase (9999 HK): 2Q22, Grew Healthily in Spite of Headwind, 52% Upside
Revenue grew by 13% YoY in 2Q22 in spite of headwind. The company actively expand outside China to bypass the domestic license shortage. We believe...
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Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
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China Internet Weekly (15Aug2022): Alibaba, Tencent, Meituan, TikTok, JD, NetEase, Dingdong
Express parcels increased by 8% YoY in China in July. TikTok is still the top non-game app in the world in July. Meituan raised its prices of bike...
333 Views
China Internet Weekly (8Aug2022): Tencent, NTES, Kuaishou, Autohome
Tencent aims to raise shareholdings in an overseas game company and reduce shareholdings in a domestic movie producer. Tencent and NetEase have not...
275 Views
GEM Weekly (5 Aug 2022): Asia PMIs, SK CPI, India Interest Rates; Alibaba, TSMC, NetEase, Tencent
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
245 Views