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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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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Meituan
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01 Dec 2024 14:41
Meituan (3690 HK): Embracing the Slowdown
Strong 3Q results were expected, but downbeat guidance disappointed. Earnings growth normalization signals end of significant re-rating, with...
Eric Chen
381 Views
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bullish
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PDD Holdings
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21 Nov 2024 16:49
Pinduoduo: Behind Its Efficiency Edge
Comparison between Alibaba and Pinduoduo at similar growth stages reveals Pinduoduo's efficiency edge through higher take-rate despite higher...
Eric Chen
303 Views
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bullish
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Alibaba Group Holding
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10 Nov 2024 15:16
2025 High Conviction Idea: Alibaba On the Cusp of Major Re-Rating
We expect up to 20% earnings CAGR amidst improving China macro backdrop will easily lift Alibaba's valuation to above 15x P/E by FY26, with the...
Eric Chen
993 Views
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bullish
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Meituan
•
27 Oct 2024 18:01
Meituan (3690 HK): Assessing Its Long-Term Profitability
We expect accelerating earnings growth for Meituan in 2H24, and see 2Q results offer insights into its long-term profitability. Adjusted net...
Eric Chen
443 Views
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bullish
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Anhui Conch Cement
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14 Oct 2024 19:00
Anhui Conch (914 HK): Sharp Price Hikes Boost Our Confidence in 4Q Turnaround
Clinker price hikes in Yangtze river region signal potential for company's earnings to double in 4Q, ending 14 quarters of decline.
Eric Chen
440 Views
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