[Kuaishou (1024 HK, SELL, TP HK$50) Preview]: Monetization Is On-Track Amid Competitive Pressure
Kuaishou still has several minor positive catalysts, but WeChat Video Accounts is the major short thesis in the long run. We raise EPS forecasts,...
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Hong Kong Buybacks Weekly (Jul 21st): Aia, Tencent, Zhongsheng
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
446 Views
ECM Weekly (16th July 2023) - LG Energy, Socionext, Plus Alpha, Syngenta, Cinema XXI, Genda, Fadu
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Hong Kong Buybacks Weekly (Jul 14th): Tencent, AIA, Xiaomi
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
444 Views
China TMT Update-Premier's Symposium;a Summary of Meituan Vs Douyin;feedbacks of Amazon Prime Day
Premier Li Qiang chaired a symposium with internet platform enterprises; A summary of recent Meituan local news; Chinese merchants' feedbacks of...
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