bullish
Online Game Monitor: June 16-July 1, 2024
Blue has highlighted this Insight as a Top Pick
208 Views02 Jul 2024 17:00
SUMMARY
- Bilibili's <Three Kingdom: MDTX> continues to show strong monetization performance, Based on our data tracking, we are raising the annual grossing estimate by 25% to approximately RMB 5.5 billion.
- NetEase's <Naraka Mobile> has surpassed 40 million pre-registrations, making it the most pre-registered game in NetEase's history. We are raising the annual grossing estimate by 20% to RMB 12 billion.
- Tencent's <FGS> has seen a continuous rise in popularity following the release of the new mode. We are raising the annual grossing estimate by 10% to RMB 13 billion.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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