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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58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.
58.Com Adr (WUBA US) recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our...
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How Big Will the Global Music Industry Be in 2030?
After years of decline, the past two years have seen a steady improvement in the music industry's fortunes, and consequently we are starting to see...
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Korean Government Launches a Tender Offer to Sell a 29.3% Stake in NXC Corp for US$3.6 Billion
On 4 December, the South Korean government announced that it will launch a tender offer to sell a 29.3% stake in NXC Corp for about US$3.6 billion.
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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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