Morgan Stanley said that if the current strong momentum continues, Kuaishou's new game “Master of Secrets” may become an important contributor to the company's profits starting in the third quarter. Analyst Yang Liu and others pointed out in the research report that the game is expected to achieve annual turnover of about 2 billion yuan, and the incremental profit margin is high, which is expected to boost Kuaishou's third quarter and full year results. Since the game went live on August 21, the iOS bestseller ranking has remained stable in the 15‑20 range. This game may put competitive pressure on NetEase's long-running hit “Against the Water Cold.”

Zhitongcaijing · 3d ago
Morgan Stanley said that if the current strong momentum continues, Kuaishou's new game “Master of Secrets” may become an important contributor to the company's profits starting in the third quarter. Analyst Yang Liu and others pointed out in the research report that the game is expected to achieve annual turnover of about 2 billion yuan, and the incremental profit margin is high, which is expected to boost Kuaishou's third quarter and full year results. Since the game went live on August 21, the iOS bestseller ranking has remained stable in the 15‑20 range. This game may put competitive pressure on NetEase's long-running hit “Against the Water Cold.”