Category Archives: Shenzhen

Dropping China stocks are bad news – Sara Hsu

Investors in Chinese equity know from the past they have put their money on a roller-coaster. But the recent drop is very rough, and – says financial analyst Sara Hsu to the ChinaUSFocus, the drop is worse because much stock has been used as collateral for loans.

How Tencent moves to B2B – Matthew Brennan

Tencent watcher Matthew Brennan has an in-depth look at how the recent reorganization of the internet giant reflects on the internet in China, especially how the company that became big through WeChat and B2C moves towards a more industrial approach, he writes on his weblog at China Channel.

Investors have a too-short view on Tencent – Matthew Brennan

Tencent’s shares moved like a roller coaster, but that reflects more the short-term sentiments of investors than changes in the company’s prospects, says Tencent watcher Matthew Brennan to Global Times.

How QQ gets a second life – Matthew Brennan

Tencent’s QQ has been the granddaddy of the Chinese internet and seemed on the way out, but is making a comeback, says Tencent expert Matthew Brennan at the South China Morning Post. With a slew of new features QQ has become attractive for the younger internet users.

Mobile only: getting to the next 4 billion users – William Bao Bean

A market of four billion users is waiting to be tapped into and William Bao Bean, managing director of the Shanghai-based SOSV, explains how his MOX is helping startups to do so. With a solid background in banking, telecom and the internet, William saw how mobile applications disrupted traditional industries, and offer new possibilities for companies to enter developing markets.

Tencent’s investment strategy disclosed – Matthew Brennan

Tencent’s investment strategy is mostly a black box, where observers try to find a red line by looking at what the internet giant is doing. Tencent analyst Matthew Brennan got the unique possibility to discuss those issues with¬†Tencent Investment Partnership Manager, Li Zhaohui, and published a translation on China Channel.

The threat for Tencent: competitors like Bytedance – Matthew Brennan

China’s internet giant Tencent had a rocky week with less than stellar quarterly figures and a government ban of a successful game. But while Tencent keeps on doing well, English language media have missed a major threat for Tencent, says internet expert Matthew Brennan on his China Channel website. Competitors like Bytedance and Tik Tok undermine the giant, he says.

WeChat: huge and still growing – Matthew Brennan

Tencent’s WeChat has become the largest national platform in China. But despite its one billion monthly active users, the platform is only starting to grow and monetize its base, for example by using its mini-WeChats, says WeChat expert Matthew Brennan to the South China Morning Post.

WeChat: an unavoidable magnitude – Matthew Brennan

Tencent’s social platform WeChat is so huge, nobody can avoid the¬†giant in China, says WeChat expert Matthew Brennan to Sixth Tone. Even Alibaba’s Jack Ma, Tencent’s largest competitor, has to use the platform.

Top-20 blockchain companies in China – Rupert Hoogewerf

Over the weekend, the Hurun Report chairman Rupert Hoogewerf presented in Shenzhen his latest report, together with Xiha Finance, on the top-20 blockchain companies in China, with Waltonchain as the winner, according to the Medium.com.