Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>Cover Story: China’s race to provide for its aging population</li><li>Shanghai lays out plan to end lockdown and reopen business by June</li><li>Chart of the Day: China’s record-breaking unemployment rates amid Covid lockdowns</li></ul>

Cover Story: China’s race to provide for its aging populationShanghai lays out plan to end lockdown and reopen business by JuneChart of the Day: China’s record-breaking unemployment rates amid Covid lockdowns

CX Daily: China’s Race to Provide for Its Aging Population

<ul><li>Hong Kong health expert downplays city’s Covid fatality rate</li><li>Shanghai offers support for importing Covid drugs and vaccines as it battles outbreak</li><li>Distressed Chinese developer Sunac sweetens proposed bond extension plan</li></ul>

Hong Kong health expert downplays city’s Covid fatality rateShanghai offers support for importing Covid drugs and vaccines as it battles outbreakDistressed Chinese developer Sunac sweetens proposed bond extension plan

CX Daily: China’s Battle to Stabilize Its Economy

Equity Bottom-Up

<ul><li>An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the short-video specialist tries to capitalize on growing public interest in the tools.</li><li>“Google is a very strong competitor to Kling AI in areas ranging from technology to AI infrastructure and talent, with co-founder Sergey Brin personally overseeing the research and development of its video generation models,” Wan Pengfei, head of Kuaishou’s visual generation and interaction center, said in an interview with Caixin on the sidelines of the World Artificial Intelligence Conference held in Shanghai from Saturday to Monday.</li><li>Riding the AI video wave sparked by OpenAI’s text-to-video model Sora in early 2024, Kuaishou in June that year <a href="https://www.caixinglobal.com/2024-06-07/kuaishou-unveils-a-rival-to-sora-that-produces-video-from-text-102204052.html" target="_blank" rel="noopener">launched Kling AI</a>, which can create short videos from written prompts and images.</li></ul>

An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the short-video specialist tries to capitalize on growing public interest in the tools.“Google is a very strong competitor to Kling AI in areas ranging from technology to AI infrastructure and talent, with co-founder Sergey Brin personally overseeing the research and development of its video generation models,” Wan Pengfei, head of Kuaishou’s visual generation and interaction center, said in an interview with Caixin on the sidelines of the World Artificial Intelligence Conference held in Shanghai from Saturday to Monday.Riding the AI video wave sparked by OpenAI’s text-to-video model Sora in early 2024, Kuaishou in June that year launched Kling AI, which can create short videos from written prompts and images.

Google Is Our Biggest Rival, Kuaishou’s AI Video Chief Says 

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>As stated in our preview notes, Kuaishou (KS) delivered upbeat margins and inline rev in 3Q23.</li><li>Looking into 4Q23E, we expect the resilient momentum to continue.</li><li>We forecast 4Q23E rev +15% YoY (largely in line), and bottom line at RMB2.8bn (9% above consensus). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As stated in our preview notes, Kuaishou (KS) delivered upbeat margins and inline rev in 3Q23.Looking into 4Q23E, we expect the resilient momentum to continue.We forecast 4Q23E rev +15% YoY (largely in line), and bottom line at RMB2.8bn (9% above consensus). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kuaishou (1024 HK) – Upbeat Margin to Continue

<ul><li>We expect Kuaishou (KS) to deliver in-line rev (+20% YoY) and upbeat profit (16% above consensus) in 3Q23E.</li><li>By segment, ecommerce GMV/rev would see +30%/+35% YoY growth, attributable to extensive brand participation and product offerings through the Stream Initiative.</li><li>KS will open Level I access of shelf-based mall to active merchants in 11.11, to further support standard products growth and unlock MAC upside. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We expect Kuaishou (KS) to deliver in-line rev (+20% YoY) and upbeat profit (16% above consensus) in 3Q23E.By segment, ecommerce GMV/rev would see +30%/+35% YoY growth, attributable to extensive brand participation and product offerings through the Stream Initiative.KS will open Level I access of shelf-based mall to active merchants in 11.11, to further support standard products growth and unlock MAC upside. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kuaishou (1024 HK) – Expecting Another Upbeat Quarter

China

Kuaishou Technology is a Chinese publicly traded company that operates a leading content community and social platform. It primarily offers short video sharing, live streaming, online marketing services, and e-commerce. The company was founded in March 2011 and is headquartered in Beijing, China.

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Kuaishou Technology (1024 HK)

CX Daily: China’s Race to Provide for Its Aging Population

Cover Story: China’s race to provide for its aging population. Shanghai lays out plan to end lockdown and reopen business by June

Caixin Global

CX Daily: China’s Battle to Stabilize Its Economy

Hong Kong health expert downplays city’s Covid fatality rate; Shanghai offers support for importing Covid drugs and vaccines as it battles outbreak

Caixin Global

Google Is Our Biggest Rival, Kuaishou’s AI Video Chief Says

An executive at Kuaishou Technology has identified Google as the No. 1 rival to its artificial intelligence (AI) video generator Kling AI, as the...

Caixin Global

Kuaishou (1024 HK) – Upbeat Margin to Continue

As stated in our preview notes, Kuaishou (KS) delivered upbeat margins and inline rev in 3Q23. Looking into 4Q23E, we expect the resilient momentum...

CMB International

Kuaishou (1024 HK) – Expecting Another Upbeat Quarter

KS will open Level I access of shelf-based mall to active merchants in 11.11, to further support standard products growth and unlock MAC upside.

CMB International

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