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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Thematic (Sector/Industry)

<ul><li>The Chinese social media app Xiaohongshu has surged to the top of U.S. app store charts as American TikTok creators, dubbed “TikTok refugees,” migrate to the platform amid a potential U.S. ban, driving new global user engagement and sparking cross-cultural trends.</li><li>Ryan Martin, a TikTok user, said restricted access to Douyin — TikTok’s Chinese counterpart — and dissatisfaction with Meta Platform’s role in the TikTok ban had prompted his switch to Xiaohongshu.</li><li>He described the platform as the most similar to TikTok in terms of interface and functionality. Unlike TikTok and Douyin, Xiaohongshu does not isolate domestic and international users, allowing seamless access for overseas users.</li></ul>

The Chinese social media app Xiaohongshu has surged to the top of U.S. app store charts as American TikTok creators, dubbed “TikTok refugees,” migrate to the platform amid a potential U.S. ban, driving new global user engagement and sparking cross-cultural trends.Ryan Martin, a TikTok user, said restricted access to Douyin — TikTok’s Chinese counterpart — and dissatisfaction with Meta Platform’s role in the TikTok ban had prompted his switch to Xiaohongshu.He described the platform as the most similar to TikTok in terms of interface and functionality. Unlike TikTok and Douyin, Xiaohongshu does not isolate domestic and international users, allowing seamless access for overseas users.

TikTok Refugees Send Xiaohongshu to Top of U.S. App Store Charts 

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Equity Bottom-Up

<ul><li>Daily Active People (DAP) across its Family of Apps (FOA) decelerated to 20 mn QoQ in 3Q’24.</li><li>Even though easy comp ended in 1Q’24 and 3Q’24 faced a fairly difficult comp, Meta posted quite strong YoY growth rates across regions in 3Q’24.</li><li>Meta’s Family of Apps (FOA) ads revenue growth is comfortably ahead of both Google Search and YouTube ads in each of the last 1-yr, 2-yr, and 3-yr timeframe.</li></ul>

Daily Active People (DAP) across its Family of Apps (FOA) decelerated to 20 mn QoQ in 3Q’24.Even though easy comp ended in 1Q’24 and 3Q’24 faced a fairly difficult comp, Meta posted quite strong YoY growth rates across regions in 3Q’24.Meta’s Family of Apps (FOA) ads revenue growth is comfortably ahead of both Google Search and YouTube ads in each of the last 1-yr, 2-yr, and 3-yr timeframe.

<ul><li>Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.</li><li>So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some broader themes as well.</li><li>Overall revenue was slightly below the high end of Amazon's guidance.</li></ul>

Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.So, while I will mostly discuss Amazon's earnings in this update, I will briefly touch on some broader themes as well.Overall revenue was slightly below the high end of Amazon's guidance.

<ul><li>If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now.</li><li>While Meta was -20% at one point AH today, it does seem a bit overdone.</li><li>Of all the post-earnings drop that I have experienced following Meta since 2018, this one probably made me nervous the least.</li></ul>

If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now.While Meta was -20% at one point AH today, it does seem a bit overdone.Of all the post-earnings drop that I have experienced following Meta since 2018, this one probably made me nervous the least.

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

<ul><li>Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:</li><li>Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !</li><li>The bear case sounds very smart very often, only problem is, it’s quite rarely right … !</li></ul>

Zooming out first for a big picture perspective - helpful away from the news &amp; chatter:Bears Make Headlines &amp; Lose Money, Bulls Make Money! As always … !The bear case sounds very smart very often, only problem is, it’s quite rarely right … !

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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TikTok Refugees Send Xiaohongshu to Top of U.S. App Store Charts

The Chinese social media app Xiaohongshu has surged to the top of U. S. app store charts as American TikTok creators, dubbed “TikTok refugees,”...

Caixin Global

Meta 3Q'24 Update

Even though easy comp ended in 1Q’24 and 3Q’24 faced a fairly difficult comp, Meta posted quite strong YoY growth rates across regions in 3Q’24.

MBI Deep Dives

Amazon 1Q'24 Update

Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.

MBI Deep Dives

Meta 1Q'24 Update

If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one...

MBI Deep Dives

The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...

Maverick Equity Research

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