JD Property Pre-IPO - The Positives - Active on the Acquisition Front Leading to Growth
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the positive aspects of...
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[Baidu (BIDU US) Target Price Change]: Better Recovery with Leading Position in AIGC
We estimate that Baidu’s 1Q23/2023 bottom line would beat cons. by 13.2%/6.5%, mostly driven by better-than-expected recovery of ads business and...
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China TMT Update(Apr.12)-BIDU/BABA/SE/PDD/SHEIN - More Companies Announce Large Language Models
BIDU：More companies announce/release large language model projects（-） BABA/SE: Brazil cancels tax exemption for cross-border ecommerce (-) PDD:...
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JD Property Pre-IPO Tearsheet
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. JDP develops and manages modern infrastructure in China...
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China TMT Update(Mar.31) - Baba/ 700HK/1024HK/BILI/BIDU/ATAT: Baba Management's Call
700HK/1024HK/BILI/BIDU：Wechat Open Class is held; ATAT：Accor formed alliance with Douyin to further explore independent growth in China ; key...
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