[Blue Lotus Daily - TMT Update]:700 HK/JD US/AAPL US/1810 HK/2618 HK/BABA US/PDD US/VIPS US/3690 HK
New mobile game DnF Mobile has successful launch in HK, iPhone prices slashed for shopping festival, JD cracks down on "big enterprise disease"...
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Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
629 Views
ECM Weekly (27th May 2024) - Renesas, AUB, Modec, Tata Tech, MUFG, Shift Up, Novelis, Shulan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
470 Views
[PDD Holdings (PDD US,BUY,TP US$172) TP Change]:Squeezing Supplier Base for Its Own Benefit,Globally
PDD beats estimates in Q1 with improved unit economics and merchant squeeze, benefiting from weak consumer sentiment. Maintaining BUY rating with...
603 Views
PDD (PDD US): 1Q24, Rev Up by 131% and Margin Reaching Historical High
Total revenue rose by 131% in 1Q24 with advertising up by 56% YoY and commission up by 327% YoY. In 1Q24, both the operating profit and the...
619 Views