[Baidu (BIDU US, BUY, TP US$162) Earnings Review]: Online Ads Growth Will Remain Robust
We expect that Baidu’s ads growth will continue into 2H23, supported by recovery of key advertisers. We slightly increase FY23 EPS estimates and...
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GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Pre-IPO HealthyWay - The Business Model Lacks Core Competitiveness
HealthyWay's model is essentially an intermediary business.The seemingly abundant resources may not necessarily transform into substantial revenue...
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HK Short Interest Weekly: Byd Company, China Mobile, Wuxi Apptec, Bidu
We analyzed the latest HK SFC report for aggregate short position as of Jul 21st and highlight short interest changes in Byd Company, China Mobile,...
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China Politburo Targets Boosting Domestic Demand, Private Sector
China’s top decision-making body on Monday highlighted the need to boost domestic demand and for policies to prop up the country’s private...
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