NetEase: Promising Q1 Mobile Game Pipeline,Yet Uncertain Monetization Prospect for MMOFPS Games
In both December and January, we are seeing NetEase Inc (ADR) (NTES US)' promising launches of mobile games, including Ever Lasting City of 7 Days...
287 Views
NetEase's Premium Multiples Persist Despite Slower Growth Rates
The recent strong share price performance of NetEase (NTES US) has led to some head scratching in New Street Research. Kirk Boodry notes that the...
280 Views
Tencent Focuses on Content and Technology for 2018. Stocks Continues to Move Higher.
At its recent 7th Global Partners Conference, Tencent (700 HK) highlighted an open platform strategy centered around content and Artificial...
318 Views
Baozun: Top Long Idea on Chinese Consumers' Premiumization
Baozun Inc. (BZUN US) is a B2C e-commerce solutions provider in China mostly to multinational retailers of apparel and consumer electronics...
436 Views
HiM International Music -Â Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
433 Views