Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Equity Bottom-Up

<ul><li>Kuaishou Technology Co. Ltd., the operator of China’s second-largest short video app, unveiled the new video cloud brand StreamLake and a self-developed intelligent video processing chip Wednesday in key moves to expand its business</li><li>The launch of StreamLake, the first enterprise-facing product from Kuaishou, marks the short-video platform operator’s official entry into the cloud services market and a shift from its original consumer-focused businesses</li><li>StreamLake will provide artificial intelligence-powered video creation and distribution solutions for corporate clients, Kuaishou said.</li></ul>

Kuaishou Technology Co. Ltd., the operator of China’s second-largest short video app, unveiled the new video cloud brand StreamLake and a self-developed intelligent video processing chip Wednesday in key moves to expand its businessThe launch of StreamLake, the first enterprise-facing product from Kuaishou, marks the short-video platform operator’s official entry into the cloud services market and a shift from its original consumer-focused businessesStreamLake will provide artificial intelligence-powered video creation and distribution solutions for corporate clients, Kuaishou said.

Kuaishou Dives Into Cloud Services and Chipmaking

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<div><ul><li>Structural changes in China cloud market. There are three structural changes in China cloud market since the internet sector crackdown in 2021.</li><li>China cloud development roadmap is different compared to the US</li><li>Cloud supply chain turmoil amid rising geopolitical tension.</li></ul></div>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Structural changes in China cloud market. There are three structural changes in China cloud market since the internet sector crackdown in 2021.China cloud development roadmap is different compared to the USCloud supply chain turmoil amid rising geopolitical tension.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>China just announced game approval for July batch. More games were approved in July compared to June and May.</li>
<li>Pace of China game approval has picked up albeit at a much slower pace than pre-tightening.</li>
<li>Tencent and Netease will be under pressure as they continue to score zero in July domestic game approval. </li>
</ul>


China just announced game approval for July batch. More games were approved in July compared to June and May.
Pace of China game approval has picked up albeit at a much slower pace than pre-tightening.
Tencent and Netease will be under pressure as they continue to score zero in July domestic game approval. 


Tencent/Netease: Under Pressure with No Game Approval in July

<ul>
<li>China announced game approval last night for June batch, after a break in May.</li>
<li>We discussed in our previous note that China had resume game approval but at a slower pace.</li>
<li>Tencent and Netease continue to score zero in June domestic game approval.</li>
</ul>


China announced game approval last night for June batch, after a break in May.
We discussed in our previous note that China had resume game approval but at a slower pace.
Tencent and Netease continue to score zero in June domestic game approval.


Tencent/Netease: Smell of Common Prosperity in June Game Approval

<ul>
<li>China announced game approval last night, after 8 months of silence.</li>
<li>We discussed in our previous note that China would resume game approval.</li>
<li>There is no game approved for Tencent and Netease this round but we believe their approval will come in due time.</li>
</ul>


China announced game approval last night, after 8 months of silence.
We discussed in our previous note that China would resume game approval.
There is no game approved for Tencent and Netease this round but we believe their approval will come in due time.


Tencent/Netease: China Game Approval Resumption Is a Relieve, but Not Out of Tunnel

China

Kingsoft Corporation Ltd. develops and markets computer software.  The Company develops role-playing computer games and security, word processing, and spreadsheet software.

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Kingsoft Corp (3888 HK)

Kuaishou Dives Into Cloud Services and Chipmaking

Kuaishou Technology Co. Ltd., the operator of China’s second-largest short video app, unveiled the new video cloud brand StreamLake and a self...

Caixin Global

China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension

Structural changes in China cloud market. There are three structural changes in China cloud market since the internet sector crackdown in 2021.

CMB International

Tencent/Netease: Under Pressure with No Game Approval in July

China regulator released July batch of game approval. Tencent and Netease will be under pressure as they continue to score zero.

Ke Yan, CFA, FRM

Tencent/Netease: Smell of Common Prosperity in June Game Approval

We analyzed the latest mobile game approval in China released last night. Though it is encouraging that China gives game approval after a break in...

Ke Yan, CFA, FRM

Tencent/Netease: China Game Approval Resumption Is a Relieve, but Not Out of Tunnel

China resumed game approval. We view this as a very positive development for game developers and to a larger extent the TMT industry.

Ke Yan, CFA, FRM

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