JD (9618 HK): 2Q23, Main Business Began to Recover, Buy
The main business line, home appliance began to grow by two digits. Logistics revenue continued to grow strongly and can still break even. The...
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Jindong (JD US): We Would Stay on the Sideline
JD's better-than-consensus 2Q results did not convince us that it is a viable investment case at current valuation. We would stay on the sideline.
671 Views
China TMT Update-BABA/VIPS/JD/PDD/3690.HK/1810.HK/2454.TT/BEKE-Catering Was the Top Growing Category
Catering was the top growing consumption category in July;Xiaomi launches new products at annual Lei Jun conference; New home sales in July remain...
216 Views
ECM Weekly (13th August 2023) - Zomato, TVS Supply Chain, Suzlon Energy, Star Asia Investment
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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A Look at How SF Holding Differs from A) Its Express Peers and B) The Pre-Covid Version of Itself
In this insight we compare today's SF Holding to its Chinese peers and to the pre-Covid version of itself. We also look at EV/Sales valuations and...
521 Views