Investment Rating - The report does not explicitly state an investment rating for Tencent Holdings (700.HK) [2]. Core Insights - Tencent's mobile game "Dungeon & Fighter: Origin" has been removed from several Android app stores due to contract expiration, impacting its distribution [2]. - The game has performed exceptionally well in the iOS market, ranking first in downloads since its pre-download launch on May 20, with over 4 million downloads in May alone [2]. - Tencent's mobile gaming revenue increased by 12% in May, driven by the success of "Dungeon & Fighter: Origin" and other titles [2]. - Tencent's esports division is expanding its international cooperation network, launching a global esports exchange program starting in August in regions like Saudi Arabia, France, and Japan [2]. - In June, 104 domestic online games received approval, including Tencent's "Rock Kingdom: World," which is currently in development [2]. Summary by Sections Company Overview - Tencent Holdings has a market capitalization of HKD 35,764 billion and a total share capital of 9.362 billion shares [2]. - The stock price is currently at HKD 382, with a 52-week high of HKD 400.2 and a low of HKD 256.8 [2]. Gaming Performance - "Dungeon & Fighter: Origin" has surpassed revenue records, achieving over USD 100 million in just 10 days post-launch, ranking 8th in revenue [2]. - The game has outperformed "Honor of Kings" and "Peacekeeper Elite" in terms of revenue growth [2]. Esports Development - Tencent esports is set to host a series of international exchange events aimed at fostering collaboration within the global esports community [2]. Regulatory Updates - The National Press and Publication Administration approved 104 games in June, including Tencent's upcoming title [2].
腾讯控股:周报