IDREAMSKY(HK:01119) 智通财经网·2025-08-14 03:03Core Viewpoint - The stock of Dreamland (01119) saw a significant increase of nearly 10% in early trading, attributed to positive developments related to Tencent's second-quarter performance and strategic partnerships [1] Group 1: Tencent's Performance - Tencent reported accelerated growth in gaming revenue for the second quarter, with the game "Delta Action" emerging as a leading evergreen title [1] - Haitong Securities estimates that the annualized dual-end revenue for "Delta Action" could reach between 10 billion to 13 billion yuan in 2026 [1] Group 2: Strategic Partnership - On July 29, Dreamland announced a capital agreement with Playrix's PLR Worldwide Sales Limited, where Playrix will subscribe to approximately 38.08 million shares at HKD 1.024 per share, totaling an investment of HKD 39 million [1] - Following the transaction, Playrix will hold approximately 2.11% of Dreamland's shares, which may facilitate the overseas release of "Kara Bichu" [1]