GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
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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Vipshop: With Net Cash at Nearly 50% of Market Cap, Is It a Value Trap or a Takeover Target?
In this insight, we analyse Vipshop’s user base growth, financial performance, and earnings outlook, take an updated look at current valuation...
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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
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Kuaishou 4Q2021: Strong Quarter with Recovery in Livestreaming and Improvement in Profitability
Kuaishou reported 4Q2021 results yesterday. Revenue grew 35.0% YoY to RMB24.4bn (vs consensus RMB23.1bn) while operating losses for the quarter...
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Kuaishou (1024 HK): 4Q21, Strong Data, Both Financial and Operating
In 4Q21, both monthly active users and time on site grew strongly. Live streaming revenue recovered for the second quarter. Operating loss decreased.
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