Ctrip Update and Prelude to In-Depth Bottoms up Analysis / Evaluation of Business Model
This insight covers my meeting notes and takeaways per my recent meeting with Ctrip, providing added context and serving as a prelude to my next...
201 Views
Increasing Tencent's Moat to Wide; New FVE Is HKD 311 or USD 40
We raise Tencent’s moat to wide from narrow as we anticipate the strong network and ecosystem it has built on its Weixin/WeChat and QQ platforms...
187 Views
Netmarble's Announcement to Change L2R's Item Trade System - Key Facts & Impact on Lineage M
Netmarble Games Corporation (251270 KS) has just announced that it will make drastic changes to L2R's controversial game item trade market in L2R,...
222 Views
Tencent's 1Q Results Surprised on the Upside; Increasing FVE to HKD 265/USD 34
Tencent delivered strong top-line growth in the first quarter, up 55% year on year, which beat both our estimates and market consensus. The upside...
138 Views
NetEase Delivers Strong Growth but Questions Remain About Deferred Income Progression
Netease's (NTES US) 1Q17 results were in line with our expectations (but ahead of consensus) on profitability. We continue to see strong growth in...
175 Views