BUY/SELL/HOLD: Hong Kong Market Update (October 5)
Materials, Healthcare and Tech sectors continue to lead the Hong Kong Secular Bull Market higher. The tech sector has been re-rating since Alibaba...
521 Views
HS TECH Index Earning Revision (Sep): Kuaishou, HORIZON ROBOTICS, JD.COM, BIDU, MEITUAN, BYD
We analyzed HS TECH's consensus for Sep 2025 and highlighted changes of EPS in Kuaishou, HORIZON ROBOTICS, JD.COM, BIDU, MEITUAN, BYD,...
766 Views
Tencent/Netease: Both Received One Approval in September
​China approves September batch of games at a higher rate than in 2023, with Tencent and Netease each receiving approval for one game.
327 Views
HS TECH Index Earning Revision (Aug): NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM
We analyzed HS TECH's consensus for Aug 2025 and highlighted changes of EPS in NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM, Meituan, Jd,...
378 Views
Tencent/Netease: Netease and Bilibili Got One Each in August
We analyzed the game approval issued by NPPA for Chinese online game players for the month of August. Game approvals for large players are slow so...
403 Views