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22 Nov 2024 23:26

[Atour (ATAT US, BUY, TP US$37) Review]: Small Differences Here & There but Overall Case Intact

​Atour beats revenue estimates and shows strong cost controls, expecting RevPAR growth in 2025. Maintains top buy rating with TP at US$37/ADS.

bullishKE Holdings
22 Nov 2024 19:32Broker

Ke Holdings (BEKE US) - To Ride on the Policy Tailwind in 4Q

Beike reported (21 Nov) 3Q24 results: revenue increased 27% YoY to RMB22.6bn, 1.5%/4.7% below Bloomberg consensus/CMBI estimates

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bullishChina Vanke
21 Nov 2024 11:10

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Vanke, Gajah Tunggal, ReNew Energy,...

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bearishArgosy Property
21 Nov 2024 07:07Broker

Argosy - 1H25 — Bolstering the Development Pipeline

Argosy (ARG) reported a soft 1H25, in line with our expectations.. Higher tax from depreciation rule changes was the key drag, with adjusted funds...

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21 Nov 2024 07:04Broker

Vital Healthcare - The Ins and Outs of DLTs

Vital Healthcare (VHP) has announced a proposal to restructure as a Dual Listed Trust (DLT). This attempts to address some of VHP's key...

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