This is a mobile game company that seems to have a good track record since it was listed in 2013. I like that this is an asset light business with a huge cash pile. The management seem to be treating the shareholders fairly with growing dividends and doing share buybacks. The revenue of the business seems to be well diversified geographically. The only con I see is that only one game “Lords Mobile” seem to be contributing bulk of the revenue. I also feel that this business is in a industry with lots of tailwind and potential with people switching from console/pc gaming to mobile gaming.
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