China Internet Weekly (12Dec2022): Bilibili, Tencent, JD.com

China Internet Weekly (19Dec2022): Trip.com, Kuaishou, IQiyi, Activision Blizzard

China Internet Weekly (2Jan2023): Alibaba, Tencent, Douyin, Bilibili, Uxin

Kuaishou (1024 HK): 2Q22, Many Encouraging Points Behind “Slowdown”, 48% Upside

Kuaishou (1024 HK): 3Q22, Promising Live Streaming, Better Margin, 39% Upside

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>Short video companies are taking users’ time from other kinds of apps.</li>
<li>Kuaishou has a lot of promising data, such as active users, paying users, and time spent.</li>
<li>The operating losses significantly shrank in the past four quarters.</li>
</ul>


Short video companies are taking users’ time from other kinds of apps.
Kuaishou has a lot of promising data, such as active users, paying users, and time spent.
The operating losses significantly shrank in the past four quarters.


2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data

Kuaishou Technology

2023 High Conviction: Kuaishou (1024 HK) Brings Much Promising Data