China/Asia TMT Update-PDD/CPNG/SE/BEKE/BILI:PDD's Temu Plans to Come to ASEAN and South Korea
PDD/CPNG/SE: PDD's Temu plans to come to Southeast Asia and South Korea，KE Holding: New home sales remain lukewarm in May, BILI: Bilibili's top...
381 Views
China TMT Update: Ke/Nio/JD/BABA/PDD-Douyin Launches Self-Operated (1P) Store; Nio's ET5;
KE Holding: China State Media call for loosening on purchase restrictions (+)；NIO: NIO to launch ET5 Touring on June 15（+）；JD/ BABA/ PDD: Douyin...
251 Views
China TMT Update June 3 - KE/LI/NIO/XPEV: Xpeng to Begin Presale for G6 on June 9(+)
KE Holding: Monthly housing transactions remain resilient in May (+)；LI/NIO/XPEV: Li Auto, NIO and Xpeng announced May vehicle delivery results (+/...
441 Views
[KE Holdings (BEKE US) Target Price Change]: Operating Leverage Starts to Kick In, Maintain BUY
We maintain BUY rating and raise the TP by US$1 to US$22 to reflect 1) steady recovery of property sales in China; 2) better outlook on profitability.
423 Views
[KE Holdings Inc. (BEKE US) Target Price Change]: Government Clears the Commission Uncertainties
China government guided no commission capping on real estate brokerage business, but the ladder-pricing system may lead to moderate commission rate...
263 Views