China Live Streaming: Why Picking Winners and Losers Is Very Important
Live streaming became a staple source of entertainment globally as people searched for a way to pass time during imposed lockdowns caused by the...
447 Views
DouYu: HUYA's Main Competitor in the E-Sports Live Streaming Market, We Estimate 63% Upside
E-sports live streaming is one of the industries that received a boost due to the COVID-19 outbreak as various consumers turned to games or game...
248 Views
HUYA: Game Live Streaming Evolving into Mainstream Entertainment Staple, We Estimate 41% Upside
E-sports live streaming is one of the industries that received a boost due to the COVID-19 outbreak as various consumers turned to games or game...
355 Views
Tencent Music (TME): In Q1, Revenues Slowed Down, But Won Users from Competitors, Upgrade to Hold
The revenue growth rate decreased to in 10% in 1Q2020 versus over 30% YoY in previous quarters. However, TME live broadcast’s active user base was...
355 Views
Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
416 Views