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ARPU Survey: Q1 2013 - Seasonal Promo Push Results in New Highs May 13, 2013
Our latest gamer surveys find ARPU reached new all-time highs in most major titles in the China market in Q1 as large promo pushes and new content combined with positive seasonal…
Dashboard: Tencent Online Games Q1 2013 - CNY, DNF Refresh Drive Rev Growth May 13, 2013
Based on our proprietary tracking of key game performance metrics, we provide revenue estimates for Tencent's online games in Q1 2013.
On the Ground: Guangzhou Trade Fair – Part 1 May 08, 2013
Pacific Epoch analysts visited the biannual Guangzhou Trade Fair to assess exporter sentiment. This first of two reports details the current situation facing exporters and expectations…
Dashboard: Giant Interactive Q1 2013 - Rev Flat on CNY Seasonality May 08, 2013
Our proprietary tracking finds Giant is set to see flat revenues in Q1 as seasonal weakness set in over the Chinese New Year holidays, but expect two key titles to kickstart revenue…
Banker Survey: April 2013 May 03, 2013
Our monthly survey of 100 loan officers finds that new RMB loans will likely moderately decline in April, but this is due to quota tightening, rather than lack of underlying demand.
Dashboard: NetEase Q1 2013 - Price Hike Fuels Rev Growth May 03, 2013
Our latest tracking finds an increase in the hourly RMB rate in FWWJ and WWJ2 will primarily drive NetEase's online games rev growth in Q1, offsetting PCU and ACU declines across…
Real Estate Alert: April 2013 May 02, 2013
Our monthly real estate alert finds that sales corrected downwards after March's surge, but underlying demand remains strong.
Quick Take: Alliance Unlocks Potential of Two Giants May 01, 2013
The strategic alliance between Alibaba Group and Sina (Nasdaq: SINA) announced on April 29 including Alibaba’s $586m investment for 18% of Weibo and with further scope for increasing…
Dashboard: Ctrip Q1 2013 - YoY Booking Growth Drove Q1 Hotel Rev April 29, 2013
Based on Pacific Epoch's proprietary tracking, we show that Ctrip’s Q1 hotel business grew y-o-y, driven by booking volume growth partly offset by a decrease in room rates and…
Dashboard: Sina Q1 2013 - Portal’s Q1 Revenue Flat YoY April 26, 2013
Pacific Epoch's monitoring of Sina's portal showed flat y-o-y revenue growth in Q1 2013, with Weibo the main growth driver during the quarter. Ad volume was below expectation with…
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Quick Take: Online Travel Sees Mobile Booking, Social Media Growing in Importance
May 22, 2013: Pacific Epoch attended the Hotel Market Summit, one of the largest annual events hosting senior executives from the travel industry, and spoke with OTAs, hotel groups and other travel industry professionals about recent trends in the market.

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