DPC Dash (1405 HK): Strong 2Q Data Pointing to Underappreciated Growth and Margin Potential
DPC Dash's strong 2Q operating data indicate healthy growth potential and margin expansion that are underestimated by market. Interim results in...
387 Views
Smartkarma Originals
China Online Marketplaces: It Was a Bumpy Journey but the Worst Is Behind Us
While China's unprecedented property slump weighed on performances of major online marketplaces, we believe the worst is behind us. The sector is...
387 Views
Beijing Capital International Airport: On Track to Break Even
Beijing Capital International Airport is poised for a steady recovery, with potential for breakeven by 2H24 and paving the way for mean reversion...
288 Views
China E-Commerce: Stabilizing Property Market Matters a Lot
The worst slump of China property market is probably behind us, which should slowly remove the key drag on China e-commerce sector. Alibaba is best...
367 Views
Pinduoduo（PDD US): Growth Stock Priced as Value Play
We forecast 1Q24 earnings to double yoy which is significantly higher than consensus. In addition, projected 90% yoy earnings growth for FY24 makes...
431 Views