Tencent: Over-Reaction to Xinhua News
We analyze why the market over-react to the article published by Xinhua News Agency targeting the online gaming industry. We think Tencent is well...
415 Views
Chinese Government to Crack Down on the Online Gaming Sector? A Big Negative for the Krafton IPO
There is an increasing probability of the Chinese government cracking down much more severely on the online gaming sector in China that could cause...
354 Views
Krafton IPO - Didi'd by Spiritual Opium?
News laying the ground for tightened regulation on online gaming in China is hitting related stocks hard with many down 10%, but the juiciest short...
289 Views
Tencent Music (TME): Penalty Not Fatal, But Music Market Bad Enough
The authorities order Tencent to terminate exclusive music copyrights. However, independent musician is exempted. The real problems are the mature...
329 Views
Cloud Village (NetEase Music) Pre-IPO - Mixed PHIP Update, Updated Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
359 Views