Core Insights - The Huya HYPER eSports Carnival held in Chengdu featured professional teams and popular streamers, providing an immersive experience for fans through various themed zones and interactive activities [2][3] Group 1: Event Highlights - The event included notable appearances from professional players and popular streamers, enhancing audience engagement [3] - Four themed zones were created to enhance immersion, including interactive gaming experiences and live performances [3] - The carnival combined eSports with entertainment, offering a unique "amusement park + eSports" experience for attendees [3] Group 2: Social Impact Initiatives - Huya partnered with Xinhua Youpin to launch a nationwide initiative aimed at empowering rural cultural and tourism sectors through eSports [4] - The initiative focuses on integrating eSports with rural revitalization efforts, promoting local agricultural products through live streaming [4][5] - Huya's COO emphasized the trend of integrating eSports with music and cultural tourism, creating new opportunities for industry growth [5] Group 3: Future Directions - The company plans to deepen collaborations with cities rich in cultural tourism resources to develop innovative eSports and cultural projects [5] - The mobile eSports vehicle showcased at the event aims to bring eSports closer to rural areas, promoting local engagement and product sales [5]

Investment Rating - The investment rating for Century Huatong is "Buy" with a target price of Rmb10.0 based on an 18x 2025E PE, reflecting a 15% premium to the current A-share gaming average of 16x [16] - XD is rated "Hold" with a target price of HK$44, based on a 19x 26E EPS, set at a 20% premium to China's online gaming peers [18] Core Insights - The China Online Gaming Industry is expected to see increased topline visibility and quality earnings growth due to more game companies preparing to launch key titles in 2Q/3Q25, which may lead to re-rating opportunities [1] - Century Huatong is highlighted as a preferred investment choice due to its successful operations of Whiteout Survival and significant revenue size among A-share gaming peers [16] - XD is considered an attractive beta play in a risk-on environment, leveraging its self-development capabilities and unique gaming community platform [1][18] Company-Specific Summaries Century Huatong - Century Huatong's overseas grossing from Kingshot doubled month-over-month in May, generating over US$75 million, indicating strong growth potential [2] - The company is expected to benefit from the performance of its titles, particularly Kingshot and Whiteout Survival, which are projected to contribute to greater topline upside in 2025E [2] 37 Interactive - 37 Interactive is set to launch Soul Land MMO on July 11, with pre-registration exceeding 8 million, indicating strong initial interest [3] Kingnet - Kingnet plans to launch Nobunaga's Ambition overseas on June 18, developed in collaboration with Tanda Games and Koei Tecmo [4] Perfect World - Perfect World is initiating the second beta for Neverness to Everness, with recruitment ongoing until June 17, suggesting potential for further game optimization and upgrades [5] XD - XD launched Etheria: Restart on June 5, achieving over 1 million downloads within two days and ranking in the top 3 for iOS downloads in several countries [6] - The title is expected to generate significant revenue, with estimates suggesting first-month grossing could reach Rmb100 million, with 50% from the US market [6] G-Bits - G-Bits launched Scepter & Sword on May 29, achieving a strong initial ranking in iOS downloads, although its long-term performance remains uncertain due to aging core game titles [8]

Core Insights - Inspired Entertainment, Inc. has launched the first US deployment of the Hybrid Dealer Roulette 4-Ball Extra Bet game in partnership with BetMGM under a three-month exclusive agreement [1][8] - The game features innovative 4-Ball Extra Bets, allowing players to place side bets with potential payouts reaching up to 500/1, enhancing the traditional roulette experience [2][3] Company Overview - Inspired Entertainment is a leading provider of B2B gaming content, systems, and solutions, operating in approximately 35 jurisdictions worldwide and supplying gaming systems for around 50,000 gaming machines [9] - The company offers a diverse portfolio that includes gaming, Virtual Sports, interactive products, and amusement entertainment solutions [9] Product Features - The Hybrid Dealer Roulette 4-Ball Extra Bet is part of the Hybrid Dealer portfolio, which combines original game design with patented technology to create a unique gaming experience [2][4] - This game introduces an inner wheel with four additional balls, allowing for new wagering options and enhancing player engagement through features like hot and cold numbers [3][6] Technological Innovation - The Hybrid Dealer platform is recognized for replicating the excitement of a live casino while providing operational advantages, featuring stunning Virtual CGI visuals and pre-recorded hosts [5][4] - The technology ensures ultra-realistic action and smooth visual transitions, creating an engaging environment that fosters social interaction among players [6][7] Market Impact - The introduction of Hybrid Dealer Roulette 4-Ball Extra Bet is expected to set a new standard in digital roulette gaming, combining innovation, realism, and social interaction [7] - BetMGM views this partnership as a significant milestone in enhancing their online casino offerings, aiming to deliver innovative gaming experiences to players [8]

Core Insights - The weekend marked a significant event for Lottery.com Inc. and Sports.com, showcasing their commitment to motorsport talent through their drivers' performances in the NTT INDYCAR SERIES and INDY NXT [3][10] Group 1: Driver Performances - Callum Ilott had a strong performance, leading the race before a fuel strategy issue forced him to pit, resulting in a P18 finish [4][5] - Louis Foster demonstrated competitive speed but faced a late-race incident that led to a DNF, marking his second consecutive race without finishing [6][7] - Sebastian Murray, in his first oval race, showed promise by finishing ahead of his starting position, indicating potential for growth in his racing career [8][9] Group 2: Brand Presence and Support - All three drivers prominently featured Lottery.com and Sports.com branding, reinforcing the companies' visibility in the motorsport arena [2][11] - Matthew McGahan, CEO of Lottery.com, expressed confidence in the drivers' abilities and the brands' alignment with their performances [8][11] Group 3: Upcoming Events - The next race for the drivers will be at Road America, a venue where Foster has previously achieved success, indicating potential for strong performances [10]

Core Points - Codere Online has regained compliance with Nasdaq Listing Rule 5250(c)(1) and will continue to be listed on the Nasdaq Capital Market, avoiding delisting [1][2] - The compliance confirmation follows the filing of the annual report on Form 20-F for the year ended December 31, 2024, with the SEC on June 2, 2025 [2] - Nasdaq has canceled the hearing requested on May 22 regarding the delisting determination [2] Company Overview - Codere Online is a leading online gaming operator in Spain and Latin America, launched in 2014 as part of the Codere Group [3] - The company offers online sports betting and casino services through its website and mobile applications, operating in Spain, Mexico, Colombia, Panama, and Argentina [3] - Codere Online's online business is supported by the physical presence of Codere Group throughout Latin America, establishing a strong omnichannel gaming presence [3]

Core Insights - Inspired Entertainment, Inc. has launched the Caesars Palace Wheel of Wins™ in Michigan and Ontario, expanding from its successful debut in New Jersey [1][5] - The game features a Hybrid Dealer experience, combining live hosts with computer-generated imagery to enhance online gaming [2][4] Group 1: Product Launch and Features - The Caesars Palace Wheel of Wins™ offers an immersive gaming experience set in the iconic Caesars Palace, featuring real hosts guiding players [2] - Players can enjoy various outcomes, including four bonus games: Caesars Choice, Colosseum Cash, Trevi Fortunes, and Palace Spins, along with wheel multipliers and dynamic leaderboards [3] - The game utilizes Inspired's proprietary Hybrid Dealer technology, merging live casino elements with RNG-driven gameplay for a unique experience [4] Group 2: Company Statements and Future Plans - Brooks Pierce, CEO of Inspired Entertainment, highlighted the successful performance of the game in New Jersey and expressed optimism for further market expansions in 2025 [5] - Matt Sunderland, Senior Vice President at Caesars Digital, emphasized the commitment to delivering elevated online gaming experiences through innovative titles like the Wheel of Wins™ [5] Group 3: Company Overview - Inspired Entertainment provides a diverse portfolio of gaming content, technology, and services across various regulated markets, operating in approximately 35 jurisdictions worldwide [8] - The company supports around 50,000 gaming machines and offers virtual sports products through over 32,000 retail venues, showcasing its extensive reach in the gaming industry [8]

It is amazing to see how fast things changed for Roblox (NYSE: RBLX ): Back in February, shares dropped 20%+ on the trading day following the Q1 announcement. And since I have advocated to "buy the stock plunge", shares haveExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor ExpressAnalyst’ ...

Core Insights - Lottery.com and Sports.com achieved significant milestones during the Detroit Grand Prix, showcasing their drivers' resilience and performance in both the NTT INDYCAR SERIES and INDY NXT by Firestone [2][10] Driver Performance - Sebastian Murray secured his best career finish in INDY NXT with a P6, marking his first top-10 finish in the series after a strong qualifying performance and a determined race despite sustaining slight damage [3][4] - Louis Foster demonstrated his potential by leading laps in the NTT INDYCAR SERIES before a suspension failure caused a crash at high speed, though he emerged uninjured [5][6][7] - Callum Ilott showed competitive pace throughout the weekend but faced an unfortunate incident due to a loose wheel during a pit stop, ending his race prematurely [8][9] Future Outlook - The drivers are preparing for the upcoming oval race at World Wide Technology Raceway, with Foster having a strong track record in oval events from the previous season [9][10] - The company expressed optimism about the future, highlighting the brand exposure gained during the event and the promising performances of their drivers [11]

Core Viewpoint - Codere Online has filed its annual report on form 20-F for the year ended December 31, 2024, with the SEC, indicating a step towards compliance with Nasdaq Listing Rule 5250(c)(1) [1][2]. Company Overview - Codere Online is a leading online gaming operator in Spain and Latin America, launched in 2014 as part of the Codere Group, which is known for its casino operations [5]. - The company offers online sports betting and casino services through its website and mobile applications, operating in key markets including Spain, Mexico, Colombia, Panama, and Argentina [5]. Compliance and Regulatory Updates - By filing the 2024 20-F, the company believes it has regained compliance with Nasdaq Listing Rule 5250(c)(1), which may eliminate the need for a hearing regarding a delisting determination [2]. - The company is awaiting formal confirmation from Nasdaq regarding its compliance status [2]. Environmental Considerations - To reduce environmental impact, the company encourages shareholders to read the annual report in digital format, although hard copies are available upon request [4].

Group 1 - The article initiates coverage on Golden Matrix Group, Inc. (NASDAQ: GMGI) with a Strong Buy rating and a price target of $8 [1] - Golden Matrix Group specializes in providing enterprise SaaS gaming platforms and licensed content to online casinos and sportsbooks, indicating a growing market presence [1] - Moretus Research emphasizes a structured approach to equity research, focusing on companies with durable business models and mispriced cash flow potential [1] Group 2 - The research methodology of Moretus Research combines rigorous fundamental analysis with a judgment-driven process, aiming to filter out noise and overly complex forecasting [1] - Valuation practices are based on sector-relevant multiples tailored to each company's business model, emphasizing comparability and relevance [1] - The research coverage targets underappreciated companies undergoing structural changes or temporary dislocations, which can lead to asymmetric returns [1]