| by Charlie Sheng | No comments

China’s Travel Giant Ctrip Continues to Suffer

COVID-19 brought China’s travel giant Ctrip or Trip.com ($TCOM) to a halt in January with drastic drop in airline and hotel bookings. It’s been over three months now, has the company recovered yet? An easing policy was announced ahead of the five-day Labour Day holiday in May, meaning to encourage a first travel boom of […]

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| by Charlie Sheng | No comments

Coronavirus: A New Confirmed Case in Your House

Covid-19 has been the reason for sales boost in many unexpected categories like meal kits, video games and even toilet paper. On one hand, brick and mortar businesses are suffering from drops and lock-downs. On the other hand, challenging times create opportunities for industries that we never imagined before. This is not an April Fool’s […]

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| by Charlie Sheng | No comments

How Tencent’s Top Games Reacted during Coronavirus Outbreak

The impact of the coronavirus outbreak is starting to hit the tech industry in many ways. This week, world’s biggest mobile trade show Mobile World Congress had to cancel. The MWC is known for being one of the most important shows where top phone manufacturers launch new phones, and has always had a big Chinese […]

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| by Charlie Sheng | No comments

[$IQ] iQiyi saw a subscription boost amid Coronavirus Crisis

As of today, the city of Wuhan has been on lock down for 14 days. Outside the quarantine zone of the whole Hubei Province, people in China are not travelling around or gathering for dinner like what they used to during the Chinese New Year. People are advised to avoid going out. Most local governments […]

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| by Charlie Sheng | No comments

Target and Best Buy are Transforming Online

As e-commerce behemoth like Amazon offers almost everything people can get in a brick-and-mortar store, traditional retailers struggled to find their way. This year, Forever 21, Walgreens, GameStop, Gap and other retail chains have announced nearly 9,000 store closings. Luckily some of them responded fast enough to recover lost ground. Target and Best Buy are […]

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| by Cara Lui | No comments

[DIS] [NFLX] Disney+ Launches With A Bang, Is Netflix Being Knocked Out?

Disney launches its own video streaming service Disney+ on 12 Nov 2019, recording over 10 million subscriptions on the very first day. How is it performing after its first month of release? Stock price of Disney on Nasdaq skyrocketed the day after the launch and continued to have a generally good performance throughout November until […]

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| by Matilda Wang | No comments

[$SPOT] Exceptional Purchase Retention of Spotify and Its new Podcast Strategy

Spotify has drawn huge attention since its release of the third-quarter financial report with flying numbers and seen its stock price rallying by 19% during the day. The monthly active users grew to 248 million by 30 %, and subscribers increased by 31% to 113 million. Podcast hours increased 39% and 14% of all monthly […]

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| by Cara Lui | No comments

[$MTCH $FB] Bye Tinder, Hello, Facebook Dating?

Social media giant Facebook (Nasdaq: FB) finally enters the game of dating app. Earlier this month, Facebook has launched in the United States its very own dating service “Facebook Dating”. Leading dating service provider Match Group (Nasdaq: MTCH), owner of Tinder and Hinge, records a major drop in stock price since Sep 6, the day […]

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| by Charlie Sheng | No comments

[$NFLX] Will Netflix’s retention rate helps it go through the price war?

In the year of 2019, Netflix has to watch the arrival of Apple TV Plus, Disney Plus, WarnerMedia and more similar services, following its first biggest drop in subscriber number and stock. It might be a good thing though, for almost every company that has contents to offer has officially joined the game. It’s finally […]

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| by Cara Lui | No comments

[$HUYA]Chinese Gaming Live-Stream Platform Huya beats Douyu in Revenue, With Fewer Paying Users

Since major player Panda TV gone bankrupt in March, the Chinese gaming broadcast industry was left with Huya (Nasdaq: HUYA) and Douyu (Nasdaq: DOYU) competing neck and neck. In July this year, Douyu got listed on Nasdaq and revealed in its Q2 report that the company is catching up with Huya’s 56 million MAU with […]

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