NetEase (NTES): Again, Our 4Q2019 Estimate Closer to Result Than Consensus
The game revenue growth slowed down in 4Q2019. However, we believe it will jump up in 1Q2020 due to the boring life caused by the epidemic. Margin...
320 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
889 Views
NetEase (NTES): Recruiting 73 Employees During Epidemic, Will Release Result Next Week
The game time on site in China increased 41% during the Chinese New Year vacation of 2020 versus the vacation of 2019. NTES hired 73 employees via...
375 Views
China Internet Weekly (20Jan2020): 18,000 Game Developers Bankrupt, PDD Sued in 1,765 Lawsuits
The Weekly will be suspended for two weeks and be back on February 10, as normally Chinese authorities and companies do not release significant...
366 Views
Aequitas 2020 Asia IPO Pipeline - Busy Year Ahead
In this note, we aim to highlight the Asia Pacific IPO pipeline for 2020. This list has been compiled on a best effort basis from tracking the...
545 Views