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Ming Lu
Overseas Chinese Equities
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Aequitas Research
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China
Joined:
09 February 2018
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Recent
bullish
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Tencent
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06 May 2024 13:00
Tencent (700 HK): 1Q24 Preview, EPS Up by 40%, But Upside Narrowed by Significant Price Rise
We believe, in 1Q24, rrevenue will grow by 7% YoY and EPS will grow by 41%. The stock has risen by 26% since our last Buy rating, but there is...
Ming Lu
318 Views
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bullish
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Alibaba Group Holding
•
06 May 2024 12:58
Alibaba (BABA US) 4Q24 Preview: Many Moves Under One-Digit Growth, 46% Upside
We believe Alibaba has been actively raising its revenue growth, but this the effect cannot be seen in the short run. We conclude the stock has an...
Ming Lu
263 Views
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bullish
•
BYD
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30 Apr 2024 00:36
BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year
BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...
Ming Lu
203 Views
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bullish
•
Trip.com
•
29 Apr 2024 10:39
China Consumption Weekly (29 Apr 2024): Weird Phone Mkt, Encouraging Car and Travel Mkts
The top five smartphone producers’ market shares got closer in 1Q24. China entry and exit people increased by 305% YoY in 1Q24. Authorities...
Ming Lu
199 Views
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bullish
•
Xiaomi Corp
•
22 Apr 2024 10:34
China Consumption Weekly (22 Apr 2024): Xiaomi, Transsion, Tims China, Xpeng, Tesla
In 1Q24, Xiaomi and Transsion shipments grew rapidly. Tims China’s revenue expanded with new openings. In China, Tesla fired salespeople.
Ming Lu
387 Views
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