Tencent - A Look at the Quantamentals and Sustainability of Recent Gaming Strength
Tencent is up 36% YTD, helped by strength in its smartphone games which have seen revenue trend at quarterly levels 51% above those of 2019 so far...
452 Views
China Internet Weekly (17Aug2020): Top Broadcaster Said Taobao Lied, Probe and Rumor on IQ
Alibaba (BABA)’s Taobao inflated audience for live broadcast. SEC is investigating iQiyi for revenue inflation. The merger of DouYu (DOYU) and...
359 Views
Tencent (700 HK): Game Accelerating, But Others Slowing Down, Limited Upside
The growth rate of game continued to accelerate in 2Q20. However, game accounted for only 42% of total revenues. WeChat Advertising and WeChat Pay...
456 Views
Huya – Nice Results and Why We Favour Huya Over Douyu
Huya posted strong results yesterday with revenue beating consensus by 2.62% and EBIT growing 180% YoY excluding the impact of stock based...
622 Views
Tencent Sets in Motion a Sensible Huya DouYu Merger
After much media speculation, Tencent Holdings (700 HK) finally showed its hand by proposing that HUYA Inc (HUYA US) and Douyu International...
491 Views