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Rising
Eric Chen
Greater China Equity Long/Short Analyst
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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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Alibaba Group Holding
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15 May 2024 20:08
Alibaba (BABA US): Taobao/Tmall Is Back
Alibaba's 4QFY24 results show in-line revenue but lower adjusted net income due to losses in peripheral businesses, but strong core performance...
Eric Chen
253 Views
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bullish
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Alibaba Group Holding
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08 May 2024 10:32
Alibaba (BABA US): Margin Pressure Overstated
We believe consensus overstates margin pressure for Alibaba March quarter results, which will usher in an mild earnings recovery cycle that lead us...
Eric Chen
417 Views
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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
260 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
435 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
447 Views
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