bullish
[Gaming Sector Update]: AIGC: Short-Term Catalyst, Long-Term Challenge
429 Views14 Apr 2023 08:34
We suggest that AIGC will be a short-term driver for the major companies in the online gaming industry. We expect that Tencent and NetEase’s EPS may improve by 13%/24% because of AIGC.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 19-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
- [Blue Lotus Entertainment Sector Update]: NetEase Has Better Pipeline in Gamescom-Cologne30 Aug 2023
- [Blue Lotus Multi-Platform Sector Update]: ByteDance Forecasts and Implications for China Internet02 Aug 2023
- Blue Lotus Entertainment Sector Update: Tencent, NetEase and Kingsoft Have Strong Pipeline30 Jun 2023
- [Gaming Sector Update]: AIGC: Short-Term Catalyst, Long-Term Challenge14 Apr 2023
- [Tencent (700 HK) Target Price Change]: Recovery Aided by Strong Advertising & In Line Game24 Mar 2023
- [NetEase (NTES US) Company Update]: Eggy Party Could Have Long Life Cycle20 Mar 2023
- [Unity Software Inc. (U US) Target Price Change]: Maintain BUY for Merger Synergy and Prudent Costs02 Mar 2023
x