China TMT Update-BABA/VIPS/JD/PDD/3690.HK/700HK/SE/XPEV-Online Retail Sales Growth；"Arena Breakout"；
BABA/VIPS/JD/PDD/3690.HK: Online retail sales growth steady in June NBS data (+)/700HK/SE:Tencent's FPS game "Arena Breakout" international version...
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[JD.com (JD US, SELL, TP US$32) Preview]: Short-Term Demand Doesn’t Indicate a Long-Term Trend
We maintain SELL and TP but cut FY23 non-GAAP net margin to 3% due to the greater share of lower margin 1P revenue vs. our prior estimate.
390 Views
JD.com (JD US) – Driving for Quality Growth Remains Key Theme
JD Retail (JDR) will likely deliver better than our previously expected GMV and revenue growth for 2Q23E, aided by improvement of third-party...
235 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.
412 Views
GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
368 Views