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Rising
Eric Chen
Greater China Equity Long/Short Analyst
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Location:
China
Joined:
17 October 2022
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China
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Information Technology & Consumer Discretionary
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Thematic (Sector/Industry)
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Recent
bullish
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Meituan
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24 Apr 2024 10:00
Meituan (3690 HK): Lack of Clear Topline Driver Remains a Concern
While we expect 1Q24 to kick off an upward earnings cycle for Meituan, lack of clear topline driver remains a concern given its valuation premium...
Eric Chen
240 Views
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bullish
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DPC Dash
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05 Apr 2024 08:00
DPC Dash (1405 HK): Margin Potential Underappreciated
Consensus underestimates the company's margin upside for FY24 and beyond, which is driven by positive SSSG trend, improving store economics and...
Eric Chen
414 Views
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bullish
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PDD Holdings
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24 Mar 2024 20:00
Pinduoduo (PDD US): Growth Worries Overdone
Disconnect between strong 4Q results and weak share performance pointed to growth concerns. Valuation expected to improve after growth bottoms out...
Eric Chen
419 Views
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bearish
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Meituan
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20 Mar 2024 09:25
Meituan (3690 HK): Improving Fundamentals Already in Price
We see signs that its fundamentals are improving, but stock rally means they are largely in price. Investors will shrug off 4Q23 results and use it...
Eric Chen
269 Views
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bullish
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PDD Holdings
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11 Mar 2024 07:00
Pinduoduo (PDD US): Pricing in an Imminent Slowdown
The market is looking beyond strong 4Q23 and pricing in an imminent slowdown in 1Q24 and renewed concern over potential US curb on TEMU. 30% share...
Eric Chen
401 Views
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