IQ has a big hit in china:
Billions of dollars in advertising and other revenue are at stake. China is home to the world’s largest internet population, and the video-streaming market reached 95.2 billion yuan in revenue last year and is expected to hit 200 billion yuan by 2020, driven by membership fees, according to iResearch.
So people in China are getting just as addicted to TV shows as Americans. Progress!
? They’ve always been addicted.
Bear of the Day: Tencent (TCEHY)
The stock has slipped to a Zacks #5 Rank because analysts took EPS estimates down for this year and next as trouble in China’s economy begins to surface.
Begins to surface? Thought since 2015.
Tencent Bears Need a Reality Check
the Chinese government is aware that its shake-up is having a detrimental effect on the game industry, so there’s confidence things will normalize soon: No need for panic at the moment.
TCEHY keeps appreciating, to add or not to add?
Buy.
Another TMF pumper of TCEHY, Down Almost 20% in 2018, Tencent Looks Like a Bargain
While regulatory concerns over game monetization remain cloudy in the near term, Tencent’s other business lines continue to grow and boast an incredible set of network effects.
Tencent owns Chinese social networks WeChat and QQ, which have monthly active uses bases of 1 billion and 803 million respectively. Given the entire population of China is roughly 1.4 billion people…these apps are nearly essential for life in China as they connect to e-commerce websites, process payments, handle online banking, and can even call a taxi.
While gaming revenue only increased 6% year over year, online advertising grew 55%. However, the real sleeping bear in this ecosystem may be their payments platform which is growing at an astonishing 81%.
Despite Chinese regulators restricting the sale of certain video games, the overall trend in China has been shifting to more democratic, open markets…Broadly, the Chinese government wants it big tech players to succeed and compete internationally, so it’s hard to imagine regulators holding Tencent down indefinitely. As the only major Chinese technology company actually listed in China, Tencent is a great source of national pride and wealth.
BABA had a huge quarter. Why is it down?
BABA missed EPS forecast.
I care more about the 61% revenue growth. That’s insane to grow that fast at their size.
People are irrational. Bidu P/E down to the single digits. And it’s a growing company.
Meituan-Dianping expected to kick off IPO roadshow | Asia Times
Now, NFLX is forced to keep the price less than any other provider can price.
AT & T took over TWX for 65B.
AT & T is providing 1 GBPS fiber across many cities, including San Jose. If AT & T bundle TV package price less than NFLX package price, the challenge to NFLX. The main aim of AT & T take over is to expand the business on TV side.
Opinion: If you missed out on the FAANGs, then it’s time to buy the BAITs
Saying what many are thinking 
Because Chinese people mindset still stuck in the Middle Ages.
Period drama are mostly about the great Ching Dynasty 
especially emperor Qianlong who expanded China to its current size. Who is the greatest emperor, Qianlong or Li shimin?
@hanera is still dreaming of having houses full of concubines. He should study the backstabbing techniques carefully there. 