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Ming Lu
Overseas Chinese Equities
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Aequitas Research
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Location:
China
Joined:
09 February 2018
581
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China
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Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Kuaishou Technology
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30 Mar 2023 02:01
Kuaishou (1024 HK): Outstanding 2022 and Outstanding Q4
The short video company has been taking users and users’ time from other kinds of apps. In 4Q22, operating loss shrank significantly and the growth...
Ming Lu
193 Views
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bullish
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Meituan
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27 Mar 2023 08:57
Meituan (3690 HK): 4Q22, High Growth, Better Margin, and 45% Upside
In 4Q22, the growth rates of total revenue and most business lines are better than our expectation. The operating margin have stayed at a low level...
Ming Lu
229 Views
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bullish
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Bilibili
•
27 Mar 2023 08:56
China Internet Weekly (27Mar2023): Douyin, Bilibili, Tencent, NetEase, JD Health, Zhihu
Apps’ time on site decreased in 2022 in China. The authorities approved 27 imported games in March. Douyin launched a Bilibili-like app, Green Peach.
Ming Lu
221 Views
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bullish
•
Tencent
•
22 Mar 2023 23:55
Tencent (700 HK): 4Q22, Stop Decreasing WeChat Ad Recovered Earlier
As we expected, total revenue stop decreasing in 4Q22. WeChat advertising recovered earlier than we expected. We believe game-related revenues will...
Ming Lu
253 Views
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bullish
•
Kuaishou Technology
•
22 Mar 2023 10:32
Kuaishou (1024 HK) 4Q22 Earnings Preview: Weak Growth, But Loss to Shrink Significantly
We believe both 4Q22 and 1Q23 can be weak quarters. However, we believe operating losses will shrink significantly in 4Q22 and 2023. We believe the...
Ming Lu
223 Views
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