Huya and Douyu ā Implications for Valuation From the Gross Margin Trend
As individual entities we were negative on Huya and Douyu due to poor marginal profitability arising from the need to compete for top streamers....
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WeChat Just Got a Major Upgrade; Highlights Tencent's 3-Prong Attack Into E-Commerce
WeChat just got a major upgrade with the launch of its new Mini Program feature called "WeStore". The new feature allows enterprises and small...
591 Views
Huya's Newest Subsidiary Hints at Tencent's Endgame Strategy
Huya just launched its new cloud gaming service, Yowa, holding ~70 mobile/ PC titles. This came just 3 months after its rival DouYu launched its...
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Tencent & Alibaba Are Both Globalizing E-Comm Livestreaming; Here's Why Tencent Can Win
China's 618 festival highlighted the importance and success of e-commerce live streaming as a channel for brands in a post-COVID world. With the...
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Huya and Douyu Merger Quick Take - Molding a Leader in ESports and Game Live Stream
There were news confirming that the merger of Douyu International Holdings (DOYU US) and HUYA Inc (HUYA US) is in underway, according to people...
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