RERE: 3Q24 Earnings - Adjusted Operating Income Beat on Higher Revenues/Margins Investing for Growth
Key 3Q24 takeaways include: 1) steady revenue growth reflecting government initiatives to promote consumer spending and trade-in activity,...
195 Views
2Q24 Earnings: Adjusted Operating Income Beat on Higher Revenues Growth Outlook Remains Bright
Key 2Q24 takeaways include: 1) revenues likely to step function higher in the near term (4Q24 launch of Apple's iPhone 16) and beyond reflecting...
211 Views
China Consumption Weekly (25 Nov 2024): Xiaomi, Haier, Autohome, Xpeng, Full Truck, Tongcheng
Haier plans to acquire Autohome. In 3Q24, Xiaomi's revenue grew by 30% YoY or 17% YoY without electric vehicle. Tongcheng Travel revenue increased...
337 Views
Chinese Animal Spirits
I am quite sick so I will keep it short. I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) ....
597 Views
China Consumption Weekly (26Aug2024): 2Q24 Rev Up By - PopMart 62%, Zeekr 58%, Tongcheng 48%, Etc.
Alibaba’s Freshippo plans to set up frontline warehouses, which is a way back to online. Many small caps' revenues grew strongly in 2Q24.
484 Views