CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris

1

Introduction

00:00 • 2min

2

The New Regulations - What Are They?

01:49 • 4min

3

Quasha's Revenue Growth Looks Good

05:21 • 6min

4

Live Streaming Is Down 13 Point Seven %

11:07 • 3min

5

Streamer E-Commerce

14:01 • 3min

6

What Regulations Are Really Harming Themselves?

16:31 • 2min

7

The Biggest Gaming Company in the World, Ten Cent Gaming

18:49 • 6min

8

Gaming Platforms

24:25 • 3min

9

The Ten Cents Approach to Regulating Gaming

27:33 • 3min

10

Xinhua Gaming - I'm Less Concerned About Ten Cent

30:52 • 2min

11

Salme, I'm Quite Positive on Them, Very Bullish on Them.

32:31 • 5min

12

Then I'm Going to Say, 'No' to the Hawa's Data Localization Issues.

37:40 • 4min

13

Are You Ready to Do Some Cues to Our Listeners?

41:46 • 4min

14

Is Tencent Going Forward?

45:51 • 2min

15

Is the Live Streaming Business Any Less Valuable?

48:20 • 4min

16

Is It a Shalme or Adobe?

52:13 • 2min

17

Is There a Disruption of Hardware?

54:16 • 1min

18

The Most Chronically Underrated Risk

55:17 • 5min

19

Pod Gast - What's the Risk?

01:00:14 • 2min

20

Capital Management

01:02:34 • 6min

21

Is There a Future for Chinese Luxury?

01:08:34 • 3min

22

Luxury Brands Operating Environment to Day

01:11:30 • 2min

23

Brand Awareness

01:13:08 • 3min