IDreamSky’s Determined Pursuit of Leyou
iDreamsky Technology Limited (1119 HK)’s long-drawn pursuit of Leyou Technologies (1089 HK) was given a boost on 12 March, when iDreamSky announced...
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Tencent Music (TME) Earnings Preview: No Exclusive Advantage, Overvalued
Online music is no longer a monopolistic market. Short video is taking time on site from live broadcasting. Financials will be healthy in 2020,...
392 Views
China Internet Weekly (9Mar2020): Game News on Tencent, NetEase, and Alibaba
Tencent (700 HK) is fighting ByteDance on remote office software. Online game managers left Alibaba (BABA). JD.com (JD) CFO will retire this...
308 Views
NetEase Earnings: Is NetEase Monetizing Mobile Gaming Traffic from the Virus Effectively?
NetEase misses FY19 revenue consensus estimates. Revenue was 7.1% lower than estimates at RMB59.2 billion while adjusted earnings beat by 6.5% at...
321 Views
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...
324 Views