Global Media Top Stock Picks from Analysts

Tencent Holdings

Market Cap: HK$4.1t

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

Baidu

Market Cap: US$38.6b

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$199.3b

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

NAVER

Market Cap: ₩29.4t

Provides online search portal and information services in South Korea and internationally.

Charter Communications

Market Cap: US$19.0b

Operates as a broadband connectivity company in the United States.

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥102.8b

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

Tencent Music Entertainment Group

Market Cap: US$13.6b

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

Focus Media Information Technology

Market Cap: CN¥73.1b

Focus Media Information Technology Co., Ltd.

Kakao

Market Cap: ₩15.7t

Operates mobile and online platforms in South Korea.

Snap

Market Cap: US$8.0b

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

Giant Network Group

Market Cap: CN¥52.0b

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: ₩10.3t

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

BlueFocus Intelligent Communications Group

Market Cap: CN¥44.8b

BlueFocus Intelligent Communications Group Co., Ltd.

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: ₩9.2t

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

Kingnet Network

Market Cap: CN¥36.7b

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

SKY Perfect JSAT

Market Cap: JP¥755.1b

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

Liberty Broadband

Market Cap: US$4.6b

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

Mango Excellent Media

Market Cap: CN¥28.3b

Operates in the internet new media industry in China.

Liftoff Mobile

Market Cap: US$4.1b

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

Perfect World

Market Cap: CN¥23.0b

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

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.

China Ruyi Holdings

Market Cap: HK$24.0b

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.

NetEase Cloud Music

Market Cap: HK$23.8b

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.

Ruyi Film Entertainment

Market Cap: CN¥19.7b

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

XD

Market Cap: HK$22.6b

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

China Literature

Market Cap: HK$20.2b

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

COL GroupLtd

Market Cap: CN¥16.4b

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

Meitu

Market Cap: HK$18.7b

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.

Shandong Publishing&MediaLtd

Market Cap: CN¥14.8b

Engages in the publication of textbooks and supplementary materials, general books, periodicals, electronic audio-visual products, and digital products in China.

Mobvista

Market Cap: HK$16.9b

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

RUM Group

Market Cap: US$2.1b

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

Netmarble

Market Cap: ₩3.1t

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

Zhejiang Daily Digital Culture GroupLtd

Market Cap: CN¥13.1b

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

Damai Entertainment Holdings

Market Cap: HK$14.7b

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.