Global Media Top Stock Picks from Analysts

Tencent Holdings

Market Cap: HK$4.0t

An investment holding company, provides value-added services, marketing services, fintech, and business services in Mainland China and internationally.

Baidu

Market Cap: US$36.8b

Provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People’s Republic of China.

Kuaishou Technology

Market Cap: HK$186.4b

An investment holding company, provides live streaming, online marketing, and other services in the People’s Republic of China.

Charter Communications

Market Cap: US$17.7b

Operates as a broadband connectivity company in the United States.

Tencent Music Entertainment Group

Market Cap: US$14.1b

Operates online music entertainment platforms that provides music streaming, online karaoke, and live streaming services in the People’s Republic of China.

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥89.6b

Engages in the auto parts, Internet games, and artificial intelligence cloud data businesses in China and internationally.

Kakao

Market Cap: ₩16.4t

Operates mobile and online platforms in South Korea.

Focus Media Information Technology

Market Cap: CN¥74.4b

Focus Media Information Technology Co., Ltd.

Snap

Market Cap: US$7.7b

Operates as a technology company in North America, Europe, and internationally.

Bilibili

Market Cap: US$7.6b

Provides online entertainment services for the young generations in the People’s Republic of China.

KRAFTON

Market Cap: ₩10.4t

Engages in the software development and related ancillary businesses in Asia, Korea, the United States, Europe, and internationally.

Giant Network Group

Market Cap: CN¥47.8b

Research, develops, operates, and sells online games in China and internationally.

CTS Eventim KGaA

Market Cap: €5.5b

Operates in the leisure events market in Germany, Italy, Switzerland, the United States, Austria, the United Kingdom, Spain, Netherlands, Finland, France, Denmark, Sweden, Norway, Chile, Brazil, and internationally.

HYBE

Market Cap: ₩9.1t

Engages in the music production, publishing, and artist development and management businesses.

Scout24

Market Cap: €4.8b

Operates ImmoScout24, a digital marketplace for the residential and commercial real estate sectors in Germany and internationally.

Kingnet Network

Market Cap: CN¥33.0b

Engages in the development, operation, and distribution of mobile and operations in China and internationally.

Liberty Broadband

Market Cap: US$4.3b

Engages in a range of communications businesses in the United States.

SKY Perfect JSAT

Market Cap: JP¥640.6b

Provides satellite-based multichannel pay TV and satellite communications services primarily in Asia.

Liftoff Mobile

Market Cap: US$3.8b

Provides mobile advertising, monetization, and performance marketing solutions in the United States, the Asia Pacific, Europe, the Middle East, Africa, Canada, and Latin America.

StubHub Holdings

Market Cap: US$3.4b

Operates ticketing marketplace for live event tickets worldwide.

SEEK

Market Cap: AU$4.7b

Provides online employment marketplace services in Australia, New Zealand, Southeast Asia, Hong Kong, the United Kingdom, Europe, and internationally.

SMG Swiss Marketplace Group Holding

Market Cap: CHF 2.6b

Operates as an online marketplace and digital company in Switzerland.

NetEase Cloud Music

Market Cap: HK$24.5b

An investment holding company, engages in the operation of online platforms to provide music and social entertainment services in the People’s Republic of China.

Canal+

Market Cap: UK£2.3b

Operates as a media and entertainment company in Europe, Africa, Asia, and internationally.

Perfect World

Market Cap: CN¥20.3b

Engages in the research and development, distribution, and operation of online games in China and internationally.

NC

Market Cap: ₩4.4t

Develops and publishes online games in Korea, Japan, Taiwan, the United States of America, Europe, and Canada.

China Ruyi Holdings

Market Cap: HK$23.0b

An investment holding company, engages in content production and online streaming business in the People's Republic of Mainland China, Hong Kong, Europe, and internationally.

Lagardere

Market Cap: €2.5b

Engages in content publishing, production, and broadcasting of media, entertainment, and the distribution of products and services in France, the United Kingdom, the United States, Canada, Spain, Latin America, and internationally.

Ruyi Film Entertainment

Market Cap: CN¥19.2b

Engages in the cinema film screening and related businesses in China and internationally.

XD

Market Cap: HK$20.5b

An investment holding company, develops, publishes, operates, and distributes mobile and web games in Mainland China and internationally.

RUM Group

Market Cap: US$2.5b

Provides video sharing and cloud services platform in the United States, Canada, and internationally.

China Literature

Market Cap: HK$19.1b

An investment holding company, operates an online literature platform in the People’s Republic of China.

Meitu

Market Cap: HK$18.3b

An investment holding company, engages in the development and provision of products that streamline the production of photo, video, and design with other AI-powered products in Mainland China and internationally.

COL GroupLtd

Market Cap: CN¥14.5b

Engages in the provision of digital reading products, publishing operation, and content value-added services in China and internationally.

Mobvista

Market Cap: HK$16.6b

Engages in the provision of advertising and marketing technology services required to develop the mobile internet ecosystem in Singapore, the Asia Pacific, and internationally.

Netmarble

Market Cap: ₩3.0t

Develops and publishes PC, mobile, and console games in South Korea and internationally.