bullish

NetEase

NetEase, Tencent: Risk of Negative Games Revenue Surprises Skewed to Tencent, Rather than NetEase

Wium has highlighted this Insight as a Top Pick
292 Views16 Sep 2021 17:20
In this insight, I analyse the potential for negative revenue growth surprises, and further earnings downgrades, for NetEase and Tencent, by comparing the current situation to that faced in 2018.
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Rising
Wium Malan, CFA
Global Emerging Market Equities
Propitious Research
Information Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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