HiM International Music - Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
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China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.
China’s online entertainment market continues to evolve. There is a greater focus on complex mobile game play whilst the introduction of innovative...
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Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK) and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
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Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
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We Expect Mobile Game Softness at Netease to Remain in 2017
We remain positive on the long-term prospects for NetEase (NTES US), which we see as one of the dominant online game companies in China (along with...
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