China 2022, Live Streaming Sales Attracted User Time, But Not Advertisers
Time spent on apps increased by 15% in China in 2022. In 2022, total advertising market decreased by 9%, but online advertising market increased 1%.
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ECM Weekly (2nd Apr 2023) - Meituan, Rakuten Bank, SBI, Merdeka, ZJLD, Trial Hol, DPC, WCP, MLT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
510 Views
Hong Kong Connect Flows (Mar 31st): Tencent, Meituan, Bilibili, Lenovo, Kingsoft, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Meituan, Bilibili, Lenovo, Kingsoft, China...
419 Views
[Kuaishou (1024 HK) Target Price Change]: Video Account Continues to Be the Threat
We raise forecasts for its ads and eCommerce growth due to on-track macro recovery. However, we are still concerned about the intensified...
445 Views
China TMT Update(Mar.31) - Baba/ 700HK/1024HK/BILI/BIDU/ATAT: Baba Management's Call
700HK/1024HK/BILI/BIDU：Wechat Open Class is held; ATAT：Accor formed alliance with Douyin to further explore independent growth in China ; key...
417 Views