News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>CMSI Names TENCENT as Top Pick in CN Internet Sector w/ TP Lifted to HKD670
China's gaming market achieved vigorous growth in 1H25 on the back of new products, AI, and refined operations, according to a report from CMSI. The key companies under the bro...
Reset
Send
The window will close in 5 seconds
<Research>CMSI Names TENCENT as Top Pick in CN Internet Sector w/ TP Lifted to HKD670
Close
Recommend
15
Positive
14
Negative
8
 
SHORT SELL
 
STOCK INFO

China's gaming market achieved vigorous growth in 1H25 on the back of new products, AI, and refined operations, according to a report from CMSI. The key companies under the broker's coverage have outpaced their peers.

For 2Q25 and the entire year of 2025, CMSI expected a rich game reserve to continue driving growth and profit margin expansion. TENCENT (00700.HK)  -15.000 (-2.727%)    Short selling $1.95B; Ratio 16.927%   / NTES-S (09999.HK)  -3.000 (-1.468%)    Short selling $191.14M; Ratio 18.969%   / BILIBILI-W (09626.HK)  -5.300 (-2.953%)    Short selling $189.58M; Ratio 16.248%   are anticipated to see their gaming revenues grow by 15%/ 18%/ 13% YoY in 2Q and by 15%/ 13%/ 13% YoY in FY25.

Related NewsHSBC Research Notices 3 New Trends in CN Online Gaming Sector, Preferring TENCENT/ NetEase/ Bilibili
CMSI maintained its recommendation for China's internet sector, with TENCENT selected as its top pick due to its solid business moat, decent growth prospects, market leadership, and potential in AI application ecosystems. TENCENT's target price was raised from HKD650 to HKD670.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.)

AAStocks Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.