Global Media Top Stock Picks from Analysts

Tencent Holdings

Market Cap: HK$4.2t

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

Baidu

Market Cap: US$39.5b

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$199.0b

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

Charter Communications

Market Cap: US$19.3b

Operates as a broadband connectivity company in the United States.

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥104.9b

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

Tencent Music Entertainment Group

Market Cap: US$14.6b

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: ₩18.2t

Operates mobile and online platforms in South Korea.

Focus Media Information Technology

Market Cap: CN¥78.7b

Focus Media Information Technology Co., Ltd.

Bilibili

Market Cap: US$7.6b

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

BlueFocus Intelligent Communications Group

Market Cap: CN¥51.6b

BlueFocus Intelligent Communications Group Co., Ltd.

Capcom

Market Cap: JP¥1.2t

Plans, develops, manufactures, sells, and distributes home video games, online games, mobile games, and arcade games in Japan and internationally.

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¥44.4b

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

HYBE

Market Cap: ₩9.7t

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

37 Interactive Entertainment Network Technology Group

Market Cap: CN¥39.3b

Researches, develops, and publishes online games in China and internationally.

CTS Eventim KGaA

Market Cap: €4.8b

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.

Kingnet Network

Market Cap: CN¥31.2b

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

Perfect World

Market Cap: CN¥26.3b

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

SEEK

Market Cap: AU$4.9b

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$25.4b

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.

XD

Market Cap: HK$24.1b

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

China Literature

Market Cap: HK$24.0b

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

China Ruyi Holdings

Market Cap: HK$23.7b

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.

Meitu

Market Cap: HK$21.1b

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.

Ruyi Film Entertainment

Market Cap: CN¥17.6b

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

NIQ Global Intelligence

Market Cap: US$2.4b

A consumer intelligence company, provides software applications and analytics solutions.

Rumble

Market Cap: US$2.4b

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

COL GroupLtd

Market Cap: CN¥16.0b

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

Netmarble

Market Cap: ₩3.3t

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

Damai Entertainment Holdings

Market Cap: HK$16.8b

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.

Grindr

Market Cap: US$2.0b

Operates a social networking and dating application for the lesbian, gay, bisexual, transgender, and queer (LGBTQ) communities worldwide.

Zhejiang Daily Digital Culture GroupLtd

Market Cap: CN¥13.6b

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

TX Group

Market Cap: CHF 1.3b

Operates a network of platforms and participations that provides users with information, orientation, entertainment, and other services in Switzerland.

Southern Publishing and MediaLtd

Market Cap: CN¥10.3b

Operates as a publishing company in China.

Focus Technology

Market Cap: CN¥10.2b

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