TME: ByteDance’s Entry into Music Streaming to Further Threaten TME’s Dominance
ByteDance has made plans to launch a music streaming app in China later this year which is likely to further threaten TME's market dominance as it...
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NetEase, Tencent: Risk of Negative Games Revenue Surprises Skewed to Tencent, Rather than NetEase
In this insight, I analyse the potential for negative revenue growth surprises, and further earnings downgrades, for NetEase and Tencent, by...
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TME Facing the Music; Ends Exclusive Music Licensing Deals
TME announced that it has relinquished all of its exclusive music licensing agreements as per the order of the Chinese regulators. These music...
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TME: Says Order on Music Rights Have Some Impact but User No’s and ARPPU Already Under Pressure
TME has said that the regulatory order to give-up music rights will have some impact on its business operations, but we have observed that the...
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ECM Weekly (8th August 2021) - Li Auto, Cloud Village, CarTrade, Kakao Bank, Bukalapak, Huitongda
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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