Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK) and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
434 Views
58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.
58.Com Adr (WUBA US) recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our...
392 Views
How Big Will the Global Music Industry Be in 2030?
After years of decline, the past two years have seen a steady improvement in the music industry's fortunes, and consequently we are starting to see...
341 Views
Advertising Industry Gets Disrupted, as Central Bankers Fly Blind…
We’ve seen a number of advertising sector profit warnings from Dentsu to WPP amid signs that key clients across the FMCG sector are questioning...
328 Views
We Expect Mobile Game Softness at Netease to Remain in 2017
We remain positive on the long-term prospects for NetEase (NTES US), which we see as one of the dominant online game companies in China (along with...
387 Views