JD.com (9618 HK): 1Q24 Results On Track
JD.com (9618 HK) announced a set of in-line results for 1Q24. Sales growth was 7% yoy, while operating profit margin for the core JD retail...
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HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
549 Views
2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
468 Views
JD.com (9618 HK): 1Q23, Expected Performance and Unexpected CEO Change, 92% Upside
JD replaces its CEO, with the former CFO. As we expect, the revenue growth slowed down and the operating margin improved in 1Q23. We believe the...
407 Views
China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
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