JD.com (9618 HK) Earnings Preview: To Continue A Strategy of Low Growth and High Margin
We believe JD’s growth rate will continue to slow down and its margin will continue to improve in 1Q23. We set an upside of 85% and a price target...
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ECM Weekly (1st May 2023) - ZJLD, Mankind, JD Industrial, JD Property, CPF Global Food, Horizon
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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[Blue Lotus Sector Update]: All Will Have a Bright Future
We see the future, post decoupling world to have two operating systems, one surrounding US and the other surrounding China.
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China TMT Update (Apr.27) - BABA/700.HK/BIDU/PDD/BGNE: AliCloud Will Significantly Cuts Prices
BGNE: Ociperlimab/Novartis trimmed 10% of its pipeline BABA/700.HK/BIDU: AliCloud will significantly cuts prices (-/-/-) PDD: Temu expands into...
250 Views
JD Industrials Pre-IPO - The Negatives - Hasn't Provided a Whole Lot of Details
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
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