[Kuaishou (1024 HK ,BUY, TP HK$75) TP Change]: Temporary Setback from Weak Macro…Reiterate BUY
Kuaishou reports in-line revenue and profit, strong growth in advertising, and stable live streaming despite regulation impact.
256 Views
[Vipshop (VIPS US, BUY, TP US$14.5) TP Change]: Buying for Dividend Yield and Cash Flow Yield
Vipshop's revenue and profit in-line with expectations, but soft apparel demand impacts future revenue guidance. Analysts maintain BUY rating on...
186 Views
[Blue Lotus Daily-TMT Update]:700 HK/BABA US/NTES US/JD US/2618 HK/WMT US/BABAUS/AMZNUS/PDDUS/3690HK
Taobao Deals app now accepts WeChat Pay, AI technology in development for <arena infinite breakout:="">, final pre-launch test for <where winds...
167 Views
How Many Chinese Growth Equity Names Are Growing at Double Digits?
More Chinese growth equity names growing at double digit than single and more are accelerating in growth in C2H24. Pessimism can turn into self...
185 Views
[Blue Lotus Daily-TMT Update]:700 HK/LCKNY US/NTES US/BABA US/PDD US/AMZN US/SHEIN/3690 HK
Popular games like <black wukong myth:=""> and <honor of kings> are making waves on Steam and in beta testing, while changes are coming to...
162 Views