China TMT Update (Apr.27) - BABA/700.HK/BIDU/PDD/BGNE: AliCloud Will Significantly Cuts Prices
BGNE: Ociperlimab/Novartis trimmed 10% of its pipeline BABA/700.HK/BIDU: AliCloud will significantly cuts prices (-/-/-) PDD: Temu expands into...
250 Views
JD Property Pre-IPO - The Negatives - Unprofitable Without FV Gain. Gearing Could Limit Growth Plans
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
410 Views
JD Property Pre-IPO - The Positives - Active on the Acquisition Front Leading to Growth
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
451 Views
[Baidu (BIDU US) Target Price Change]: Better Recovery with Leading Position in AIGC
We estimate that Baidu’s 1Q23/2023 bottom line would beat cons. by 13.2%/6.5%, mostly driven by better-than-expected recovery of ads business and...
418 Views
China TMT Update(Apr.12)-BIDU/BABA/SE/PDD/SHEIN - More Companies Announce Large Language Models
BIDU：More companies announce/release large language model projects（-） BABA/SE: Brazil cancels tax exemption for cross-border ecommerce (-) PDD:...
312 Views