Media Community
Our community narratives are driven by numbers and valuation.
Media Investing Ideas
R&D stabilisation, AI-driven savings, and sustained performance of hits could push IGG (HKG:0799) beyond its HKD 4.3 fair value
IGG is one of the leading mobile game developers in the strategy-led simulation (SLG) genre. Once a stable cash cow, the company generated strong operating cash flow and maintained a high dividend payout ratio, thanks to its long-running franchise Lords Mobile, launched in 2016.Read more
Be Friends Holding is destined for a 49.28% revenue growth
Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.Read more
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.Read more
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
Catalysts Fueling Tencent's Future: Expansion of Cloud Services : Tencent Cloud is rapidly growing, capitalizing on the global surge in digital transformation. As businesses increasingly migrate to the cloud for scalability and efficiency, Tencent's robust infrastructure and advanced AI capabilities position it as a formidable contender in cloud computing, both within China and internationally.Read more
Expanding Global AI Imaging And Smartphone Adoption Will Drive Engagement
Key Takeaways Rapid AI feature integration, strategic partnerships, and e-commerce expansion are strengthening Meitu's engagement, diversifying revenue streams, and positioning for long-term top-line growth. Rising global demand for digital self-expression fuels robust subscription growth, boosting user engagement, higher ARPU, and improved operational efficiency for sustained profit increases.Read more
Digital Transformation And AI Integration Will Expand Global Reach
Key Takeaways Broader adoption of AI-driven office products and international expansion underpin revenue growth, margin improvement, and market share gains versus foreign competitors. Strategic focus on enterprise and government sectors, along with deepened R&D in AI collaboration tools, boosts product differentiation, pricing power, and earnings potential.Read more
AP10 Launch And AI Integration Will Cut Costs
Key Takeaways Strategic AI integration in gaming and education is expected to reduce costs and improve net margins. International expansion through partnerships and new product launches aims to drive revenue growth and enhance earnings.Read more
AI Adoption And Localization Tailwinds Will Reshape Long Term Prospects
Catalysts About Kingsoft Kingsoft is a China based software and entertainment company with core businesses in office productivity software and online games. What are the underlying business or industry changes driving this perspective?Read more
Analysts Lift Tencent Price Target on Growth Prospects Amid Regulatory and Competitive Headwinds
Key Takeaways AI integration and WeChat ecosystem expansion are driving efficiency, deeper user engagement, and improved monetization across Tencent's core business areas. Growth in cloud, fintech, and international gaming is boosting higher-margin revenues and diversifying earnings for long-term business sustainability.Read more
