Tencent Music (TME): Risks Lower Growth for Both Business Lines, 21% Downside
Lower ARPPU is the key negative point for the main business line, social entertainment. The monopolistic position on music copyright is a...
499 Views
Last Week on China Internet (11Nov19): Alibaba Is No. 5 in Game and Tencent Imitates Momo
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
460 Views
DouYu Vs Huya: 2Q Share Price Reaction Presents an Opportunity
Douyu International Holdings (DOYU US) and HUYA Inc (HUYA US)’s 2Q19 results, which were released yesterday has resulted in diametrically opposite...
644 Views
Douyu (斗鱼直播) - Post-IPO Trading: Prefer Douyu to Huya at This Discount
Douyu International Holdings (DOYU US) , a major e-sports live streaming company in China, raised USD 775 million at USD 11.50/share. In our...
744 Views
DouYu IPO: Bull/Bear DCF Scenarios
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. DouYu which announced...
789 Views