China Internet Sector – 3Q22 preview: near term bumpy recovery
We expect leading technology companies will play vital role in building digital infrastructure and empowering enterprise digital transformation.
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GEM Weekly (4 Nov 2022): China and Asia PMIs, South Korean Exports; Foxconn, Tencent, China Unicom
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.
We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...
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Tencent (700 HK): Game Market Weak in 3Q22 and to Be Worse in 2023
In 3Q22, the game market size shrank in China and globally. The playing time limit severely impacted the domestic market. We believe the key impact...
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NetEase Inc. (NTES US) – Sturdy Game and Content Developing Leader
NetEase delivered sturdy revenue growth of 13.8% YoY in 1H22, driven by resilient performance of its legacy titles and the launch of several key...
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