Tencent

TENCENT(00700)$ tencent has almost 50 percent economic interest in Huya (more than 50 percent in voting shares), 37 percent interest in douyu, 18 percent stake in bilibili and less than 20 percent interest in Kuaishou Tech. So who will tencent side with in the live streaming gaming videos? What will Tencent do as part of its strategic review after huya and douyu merger plan fall apart? Interesting to watch how it will pan out though I have money allocated into Huya. At least what tencent can do is to try to ensure no fierce bidding war to win live streaming hosts amongst Huya, douyu and bilibili. As for Kuaishou, with its financial strength and albeit less influence from tencent, will it throw money to create a hostile environment? This may not be the best strategy for the company. Continue to watch out for Huya financial performance in the coming quarters and see if there are any in-house games developed plus another complementary products created to earn more revenue. An important point to note is whether gross margin remains stable at 19 to 20 percent. $Huya Inc.(HUYA)$ $DouYu(DOYU)$ $Bilibili Inc.(BILI)$ $KUAISHOU-W(01024)$ as. As always this should not be construed as any investment or trading advice.

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  • 路人丙钉钉
    ·2021-08-02
    关注游戏行业不是很多,但腾讯内部几乎一向是一条赛道,多组竞争。放在外面也是一样吧
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  • 腾讯控股能做的是努力确保没有激烈的竞购战,以赢得虎牙、斗鱼和B站的直播主持人。
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  • 哎呀呀小伙子
    ·2021-08-12
    腾讯的赛马机制不仅仅是在内部,而且还会衍生到他的投资控股公司。
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  • 宝宝金水_
    ·2021-08-12
    快手,跌的差不多了,还是再等等?
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  • 买腾讯就对了,其余的都是弟弟。
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  • 揭人不揭短
    ·2021-08-12
    虎牙好像比斗鱼在游戏直播方面有优势吧?
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  • foolishegg
    ·2021-08-01
    Aaaaaaa
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  • 繁忙的小江
    ·2021-08-01
    买入
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