CHina TMT Update Oct.12-Pt.2-BABA/BILI/U:：Taobao Upgrades Membership/Bilibili Aims to Double DAU
BABA：Taobao upgrades its membership program in preparation for 11.11; BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU; U: Unity CEO...
1k Views
China TMT Update-700.HK/NTES.US.2400.HK.ZTO/2352/BABA/PDD/U-Game Code/Parcel Volume Remains Strong
NPPA has released the game code approvals for September, but Tencent and NetEase is not on the list. Parcel volume remains strong; U: Unity Adjusts...
1k Views
China TMT Update-U/ATAT/LI-Unity to Adjust Fees/Pre-Booking Travel on National Day/New Wenjie M7
U:Unity to Adjust Previously Established Runtime Fees (/)ATAT： Pre-booking travel volume on National Day continue to ramp up; LI: New Wenjie M7...
1k Views
[Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can
A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports.We see game engine benefiting from upcoming competition between Apple,...
1k Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
426 Views