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Ming Lu
Overseas Chinese Equities
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Aequitas Research
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China
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09 February 2018
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bullish
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Alibaba Group Holding
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23 Dec 2024 11:23
China Consumption Weekly (16 Dec 2024): Alibaba, Meituan, Mixue, Green Tea
Alibaba sells Intime Department Store to Youngor. Meituan shortens delivery workers’ working hours due to sudden death cases. Mixue, the price...
Ming Lu
583 Views
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bullish
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Baidu
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16 Dec 2024 10:04
China Consumption Weekly (16 Dec 2024): NEV Industry Nov., Baidu, Hisense, Boss Zhipin,
NEV retail volume increased by 51% YoY in November. Jiyue Auto, as a subsidiary of Baidu, is dismissing employees. Hisense, a home appliance...
Ming Lu
307 Views
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bullish
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KE Holdings
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16 Dec 2024 10:03
KE (BEKE): New Home Decline Narrowed, The Top Agent Needed by Landlords and Developers
The declining of new home sales was narrowed in the past ten months. New home, rental, and furnishing businesses grew strongly in 3Q24. We believe...
Ming Lu
218 Views
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bullish
•
Geely Auto
•
10 Dec 2024 10:50
Geely (175 HK): Turning from PHEV to BEV
Geely’s deliveries grew by 27% YoY in November 2024. BEV delivery growth rate accelerated to 173% YoY in November from 26% YoY in July. Geely’s...
Ming Lu
251 Views
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bullish
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BYD
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09 Dec 2024 10:54
China Consumption Weekly (9 Dec 2024): BYD, Geely, Li Auto, Seres, Xiaomi, Arawana
BYD’s deliveries grew by 68% YoY in November 2024,. In November, Seres sales volume increased by 27% YoY with NEV up by 55% YoY. Arawana finished...
Ming Lu
289 Views
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