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.

AppLovin

Market Cap: US$102.3b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Baidu

Market Cap: US$31.6b

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

EchoStar

Market Cap: US$25.2b

Provides pay-tv services in the United States, Mexico, Canada, South and Central America, Asia, Africa, Australia, Europe, India, and the Middle East.

Kuaishou Technology

Market Cap: HK$143.9b

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

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥102.6b

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

Tencent Music Entertainment Group

Market Cap: US$13.9b

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

Kakao

Market Cap: ₩15.9t

Operates mobile and online platforms in South Korea.

Focus Media Information Technology

Market Cap: CN¥71.8b

Focus Media Information Technology Co., Ltd.

Giant Network Group

Market Cap: CN¥50.6b

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

Bilibili

Market Cap: US$7.1b

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

KRAFTON

Market Cap: ₩9.8t

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

HYBE

Market Cap: ₩7.3t

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

Kingnet Network

Market Cap: CN¥35.1b

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

SKY Perfect JSAT

Market Cap: JP¥626.1b

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

Mango Excellent Media

Market Cap: CN¥26.3b

Operates in the internet new media industry in China.

RUM Group

Market Cap: US$3.6b

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

Perfect World

Market Cap: CN¥21.9b

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

Liftoff Mobile

Market Cap: US$3.2b

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

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$24.4b

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.

Ruyi Film Entertainment

Market Cap: CN¥17.5b

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

XD

Market Cap: HK$20.1b

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

StubHub Holdings

Market Cap: US$2.6b

Operates ticketing marketplace for live event tickets worldwide.

Meitu

Market Cap: HK$19.7b

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.

NetEase Cloud Music

Market Cap: HK$19.6b

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.

COL GroupLtd

Market Cap: CN¥16.7b

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

SES

Market Cap: €2.0b

Provides satellite-based data transmission capacity and ancillary services worldwide.

Mobvista

Market Cap: HK$17.6b

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.

Damai Entertainment Holdings

Market Cap: HK$15.4b

An investment holding company, operates in the content, technology, and IP merchandising and commercialization businesses in Hong Kong and the People's Republic of China.

Vivendi

Market Cap: €1.7b

Operates in the content, media, and entertainment industries in Europe, North America, Asia Pacific, Latin America, the Middle East, and Africa.

Zhejiang Daily Digital Culture GroupLtd

Market Cap: CN¥12.8b

Operates as an internet digital cultural company in China and internationally.

MBC Group

Market Cap: ر.س6.8b

Operates as a media company in the United Arab Emirates, Saudi Arabia, Egypt, Iraq, North Africa, and internationally.

Southern Publishing and MediaLtd

Market Cap: CN¥10.5b

Operates as a publishing company in China.

Focus Technology

Market Cap: CN¥10.4b

Operates e-commerce platforms in the People’s Republic of China and internationally.