Tencent (700 HK): The Worst Part Online Game Recovered in Q4 Before Restarting License Approval
The worst business, online game, recovered in 4Q2018, because small competitors died. The growth rate of game broadcast also bounced up in 4Q2018,...
586 Views
Tencent Music (TME): Problems Come from Corporate Clients and In-House Contents, 35% Downside
Stripping music subscription revenues, we find TME’s revenues from corporate clients are not stable. We believe in-house products will negatively...
818 Views
Tencent Music 4Q18 Quick Note - Growth on Track, Margins Could Drag - Stock Price Needs a Breather
Tencent Music Entertainment (TME US) reported its full year results today, post US market close. Revenue growth was slightly ahead of estimates as...
604 Views
Bits and Bytes : Facebook Feels the WeChat Burn + Why Does Lyft Want to List ?
Facebook Inc A (FB US) : Mark Zuckerberg sees the light or is facing the WeChat burn? It seems like the whole tilt towards ensuring a more safe,...
394 Views
Best World (BEST SP): BT Article, Franchise and KOL
Best World International (BEST SP) share price has been hammered due to the recent article in Business Times, although the company has addressed...
322 Views