China and US Equity Analyst

Roger Xie

10 year investment experience on public and private equity. Deep-dive fundamental research. Specialize in China and US market.

Thematic (Sector/Industry)

China Software / Thematic (Sector/Industry)

<p>Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data showed. We believe the online entertainment subsector will not only benefit from "stay-at-home" policy, but enjoy multi-year expansion as people shift their entertainment choice to digital world. We prefer the industry leaders such as <a href="https://www.smartkarma.com/entities/mango-excellent-media-co-ltd" target="_blank" rel="noopener" data-smartkarma-citation="entities:24633:1">Mango Excellent Media (300413 CH)</a> and <a href="https://www.smartkarma.com/entities/perfect-world-co-ltd-china" target="_blank" rel="noopener" data-smartkarma-citation="entities:28923:1">Perfect World (002624 CH)</a> </p>

Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data showed. We believe the online entertainment subsector will not only benefit from "stay-at-home" policy, but enjoy multi-year expansion as people shift their entertainment choice to digital world. We prefer the industry leaders such as Mango Excellent Media (300413 CH) and Perfect World (002624 CH) 

China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak