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CMB International
External broker reports(aggregated public sources)
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CMB International
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27 July 2022
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bullish
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iQIYI Inc
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18 May 2024 07:56
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Broker
iQIYI (IQ US) - Margin surprise on higher efficiency
For 2Q24E, we expect IQ’s revenue -1% YoY (in which subs revenue -5% YoY while ads +7% YoY), with a rich content pipeline ahead (e.g. Fox Spirit...
CMB International
162 Views
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bullish
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JD.com Inc (ADR)
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18 May 2024 07:41
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Broker
JD.com (JD US) - Entering into a Clean Base for Growth
JD.com (JD) reported (16 May) better-than-expected 1Q24 results: revenue was RMB260.0bn, up 7% YoY, 1% ahead of Bloomberg consensus
CMB International
159 Views
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bullish
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Baidu
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18 May 2024 07:36
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Broker
Baidu (BIDU US) - Accelerating Gen AI-Empowered Business Transformation
Baidu announced (16 May) its 1Q24 results: revenue was RMB31.5bn, up 1.2% YoY, and was in line with Bloomberg consensus.
CMB International
181 Views
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bullish
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ZTO Express Cayman
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17 May 2024 08:03
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Broker
ZTO Express (ZTO US) - 1Q24 Core Earnings Beat Estimates
Our TP for ZTO US/2057 HK is unchanged at US$38.50/HK$303, based on 24x 2024E P/E, equivalent to the historical average. Maintain BUY.
CMB International
184 Views
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bullish
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Macroeconomics
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17 May 2024 05:56
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Broker
LGFVs: Our Thoughts on the Plan to Purchase Unsold Residential Units
Media reported that the Chinese government is considering to have local governments to purchase unsold residential units and convert these to...
CMB International
144 Views
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