Negative EVs: JOYY & Sohu's Steep Discount To Net Cash
I'd tilt slightly towards Sohu. It did successfully sell Sogou; whereas Joyy failed to sell YY live. That may provide some insight as to how the...
601 Views
China Internet Weekly (5Dec2022): JD.com, Baidu, IQiyi, Alibaba Health, ZTO, Pinduoduo, KE
Richard Liu came back to manage JD.com after he resigned half a year ago. Alibaba Health revenue increased 23% YoY in 1H23, which benefited from...
513 Views
GEM Weekly (2 Dec 2022): China RRR, Asian PMI Data, India GDP; Baidu, TSMC
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
427 Views
CX Daily: China’s Struggle for Data Security
In Depth: China’s struggle for data security. China fleshes out ‘optimized’ Covid-19 response. China’s personal pension system nears launch as...
397 Views
Tencent/Netease: Breakthrough in November Batch of Game Approval
We analyzed the latest game approval in China. It is a breakthrough for Tencent since its last game approval in May 2021. Still we are highlighting...
456 Views