NetEase Delivers Strong Growth but Questions Remain About Deferred Income Progression
Netease's (NTES US)Â 1Q17 results were in line with our expectations (but ahead of consensus) on profitability. We continue to see strong growth in...
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Let the Battle Begin - Netmarble Games Vs. NCSoft!
The much awaited Netmarble Games Corporation (251270 KS) IPO started trading today. It traded as high as 171,500 Won and closed at 162,000 Won,...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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Tencent Upgrade to 261
Tencent has performed well from our buy in call at 182 in late December although never did get a chance to add to this long. Clearing our macro...
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