China/Asia TMT Update(Mar.14): PDD/CPNG/BILI/ZTO - Logistics Companies Increased Prices;
PDD: Temu launches in Australia and New Zealand (+); CPNG: Coupang withdraws from Japan (+)l ZTO/PDD: Logistics companies increased prices (+/-)l...
473 Views
China TMT Update(Mar.9):ATAT /BILI/1024.HK/Douyin/(2821.SZ/6821.HK)/(1177.HK/SBHMY)
BILI/1024.HK/Douyin: People's Daily criticizes vulgar internet slangs (-/-/-); ATAT: Corporate travel demand recover(+); (2821.SZ/6821.HK)/(1177.HK...
464 Views
[Gaming Sector Update]: Top Picks Are Tencent and NetEase, Positive to Kingsoft, Koei Tecmo, Nexon.
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...
540 Views
Tencent, Baidu, Weibo, Kuaishou and Bili: Online Ads Show Slow Recovery Trend
We recently conducted a round of interviews of several major Chinese online advertising agencies. We conclude that there has been slower-than...
437 Views
China Internet CNY Holiday Update: Gaming Performed Better than Ads and ECom
Our recent channel check indicates that online gaming has a better performance than online ads and eCommerce during the Chinese New Year holiday....
448 Views