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...
394 Views
Pinduoduo Bribery (拼多多) - Perception Matters
Pinduoduo (PDD US) alerted the police regarding a suspected bribery that involved Cue Holdings and a Pinduoduo staff. In this note, we take a quick...
480 Views
Tencent (700 HK): In 1Q2020, Game Market Surged More Than We Expected
The market sizes of game and game broadcast increased by 25% YoY and 67% YoY in China in 1Q2020. Only domestically developed games gained in the...
520 Views
IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle
iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...
466 Views
China Internet Weekly (20Apr2020): BABA Moved Meituan’s Sharing Bikes to Remote Locations
Alibaba (BABA)’s bike-sharing subsidiary moved Meituan (3690 HK)’s bikes to remote locations many times. Meituan called the police. Restaurant...
413 Views