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Ming Lu
Overseas Chinese Equities
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Aequitas Research
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China
Joined:
09 February 2018
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Recent
bullish
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Tencent
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01 Jul 2024 08:48
China Consumption Weekly (1 Jul 2024): Douyin, Green Tea, Alibaba, Tencent, Haidilao
Douyin’ GMV increased by 300% YoY in the “June 18” sales season. Pre-IPO restaurant chain, Green Tea’s revenue increased by 55% in 2023. Alibaba’s...
Ming Lu
308 Views
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bullish
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Guangzhou Automobile Group
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24 Jun 2024 09:18
China Consumption Weekly (24 Jun 2024): Kuaishou, Bilibili, NetEase, GAC, Honda Motor, Chow Tai Fook
Kuaishou and Bilibili’s GMV surged YoY during “June 18” sales. World of Warcraft: Wrath of the Lich King, will formally start on June 27. GAC Honda...
Ming Lu
231 Views
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bullish
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BYD
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17 Jun 2024 09:18
China Consumption Weekly (17 Jun 2024): BYD, Geely, Zeekr, Zhihu, China Literature, Tencent
European Commission will impose tariffs on Chinese electric vehicles. Zeekr’s deliveries increased by 112% YoY from Jan to May. Ant Group will pay...
Ming Lu
137 Views
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bullish
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Shenzhen Transsion Holdings
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12 Jun 2024 10:42
Transsion (688036 CH): Global No. 4 Smartphone Producer, Revenue Up by 88% YoY in 1Q24
Transsion is the global No. 4 largest smartphone producer. In 1Q24, shipments increased by 34% YoY and revenue increased by 88% YoY.
Ming Lu
249 Views
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bullish
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Tencent
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10 Jun 2024 09:00
China Consumption Weekly (10 Jun 2024): Tencent, PDD, Meituan, NIO, Tuniu, Smart Share
Tuniu’s revenue grew by 71% YoY in 1Q24. Smart Share Global’s revenue plunge by 52% YoY in 1Q24. PDD plans to price products on behalf of retailers.
Ming Lu
528 Views
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