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Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

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China Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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12 Jun 2024 10:42

Transsion (688036 CH): Global No. 4 Smartphone Producer, Revenue Up by 88% YoY in 1Q24

Transsion is the global No. 4 largest smartphone producer. In 1Q24, shipments increased by 34% YoY and revenue increased by 88% YoY.

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bullishTencent
10 Jun 2024 09:00

China Consumption Weekly (10 Jun 2024): Tencent, PDD, Meituan, NIO, Tuniu, Smart Share

Tuniu’s revenue grew by 71% YoY in 1Q24. Smart Share Global’s revenue plunge by 52% YoY in 1Q24. PDD plans to price products on behalf of retailers.

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bullishMeituan
07 Jun 2024 00:51

MT/ Meituan (3690 HK): 1Q24, Total Revenue Up by 25% and Initiatives Loss Down by 45%

Total revenue increased by 25% YoY and all business lines grew strongly. In 1Q24, the operating losses from new initiatives decreased by 45% YoY....

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03 Jun 2024 10:12

China Consumption Weekly (3 Jun 2024): Alibaba, Alibaba Pictures, Li Auto, JD.com, JD Health

Alibaba Pictures’ revenue increased by 44% YoY in the March quarter. Alibaba’s Cainiao plans to purchase fresh food from the places of origin. Li...

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bullishXPeng
27 May 2024 10:00

China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo

In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...

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