GEMWeekly (1 Sep 2023): China, South Korea Macro; Xpeng, Baidu
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
391 Views
[Baidu (BIDU US, BUY, TP US$162) Earnings Review]: Online Ads Growth Will Remain Robust
We expect that Baidu’s ads growth will continue into 2H23, supported by recovery of key advertisers. We slightly increase FY23 EPS estimates and...
474 Views
GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
379 Views
Pre-IPO HealthyWay - The Business Model Lacks Core Competitiveness
HealthyWay's model is essentially an intermediary business.The seemingly abundant resources may not necessarily transform into substantial revenue...
302 Views
HK Short Interest Weekly: Byd Company, China Mobile, Wuxi Apptec, Bidu
We analyzed the latest HK SFC report for aggregate short position as of Jul 21st and highlight short interest changes in Byd Company, China Mobile,...
635 Views