Social games dominate China's internet market

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"Social games have dominated the Chinese internet market," said Alan Hellawell, an analyst at Deutsche Bank Securities, in a recent interview in Allen Hellawell, Beijing time October 17.

The following is a summary of the answers to the Hellawell interview:

Discussion: The growth of mobile content traffic, the commercialization trend of China's online market, the merging of Internet infrastructure and services, the adoption of corporate cloud computing, and the economics of social networking.

Related companies: Baidu (Nasdaq:bidu), Sina (Nasdaq:sina) and many other companies.

Q: Can you first outline your research on the Internet service sector? including the specific company you are tracking.

Hellawell: My team is mainly responsible for the study of China's listed internet companies, from the search field of Baidu, social and gaming areas of Tencent (0700.HK) to the portal and microblogging areas such as Sina. In addition, the scope of our research includes a number of pure online games, E-commerce, vertical portals, social networks and news portals.

Q: For now, which sector of China's Internet service industry are you most optimistic about?

Hellawell: We like bigger and more diverse platforms. In our view, the dominant companies are standing in the "crossroads" of social networks and games, which are benefiting from their own departure from China's macroeconomic development and the continued growth of the social networking sector. Social networks and games seem to have relatively better business-model clarity as the mobile era of smartphone commercialization has begun.

We are also optimistic about the online video sector. In this sector, mergers and acquisitions continue, the advertising budget is moving towards the front of the video ads in the direction of a sharp change in the advertising, the point of the rate is rising. (Tangfeng)