China Online Games: Tencent and NetEase Increasingly Dominant.
The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also...
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Naspers: Latest Results Show Good Revenue Traction but It Comes with a Cost.
Naspers recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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KDDI: More of the Same Please. Rising Return Story Intact
We met KDDI (and other operators) in Japan recently. The message remains generally positive as KDDI says that guidance for mobile service revenue...
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Tencent / Supercell - A Question of Control
Tencent's announcement regarding the acquisition of 84% stake in Supercell, the highly successful Finnish developer of mobile game Clash of Clans,...
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