bullish
[Gaming Sector Update]: Top Picks Are Tencent and NetEase, Positive to Kingsoft, Koei Tecmo, Nexon.
306 Views09 Mar 2023 08:55
We recently conducted a round of interviews of Chinese start-up gaming companies. Our top picks are Tencent and NetEase. We are also positive to Kingsoft, Alibaba, Koei Tecmo, Nexon, and Mihoyo.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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