Tencent: Underperformed Netease in Latest Import Game Approvals
Last Friday, the Chinese regulator published the fourth batch of approvals for game imports. In our previous note back in January this year, we...
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Hong Kong Short Reporting - Insights from 12 July Data
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 12 July.Total short notional in...
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Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
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DouYu IPO: Bull/Bear DCF Scenarios
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. DouYu which announced...
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Tencent (700 HK): Decides to Pay Less to Outside Game Distributors
Tencent gave game distributors a new offer which reduces Tencent’s payment from 50% to 30%. We believe most distributors will have to accept the...
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