[KE Holdings (BEKE US, BUY, TP US$21) TP Change]: New Stimulus Might Be Needed to Spur the Market
​KE Holdings reported strong C1Q24 results, with revenue and non-GAAP NI in-line and above consensus. Stock rating remains BUY but target price...
362 Views
China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
488 Views
China Consumption Weekly (18 Mar 2024): Great Wall, KE, Tuniu, Tuhu Car, Boss Zhipin, Weibo
The company denied that many employees have resigned recently. Many small companies grew strongly, such as Tuniu up by 140% and Kanzhun up by 46%....
610 Views
[KE Holdings (BEKE US, BUY, TP US$24) Review]: Investor Friendly & Best-In-Class…Reiterate BUY
​KE Holdings (BEKE) exceeded revenue expectations but missed on net income due to write-offs, but commitment to shareholder returns makes it...
517 Views
Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity when US$1.5bn Comes Unlocked
Tuhu Car (9690 HK) was listed in Hong Kong on 26th Sept 2023 after raising US$151m. The IPO had been a 100% primary offering.
606 Views