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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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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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Alibaba Group Holding
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15 May 2024 04:32
Alibaba (9988 HK): 4Q24, Main Business Began to Grow
Customer management as the largest business began to increase compared to the past two stagnant quarters. We believe margin will continue to...
Ming Lu
267 Views
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bullish
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Tencent
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14 May 2024 23:55
Tencent (700 HK): 1Q24, Highest Margin in Seven Years
The operating margin in 1Q24 reached the highest since 2Q16, as the gross margins of all businesses improved. The growth rate of online advertising...
Ming Lu
255 Views
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bullish
•
BYD
•
13 May 2024 10:12
China Consumption Weekly (13 May 2024): Guangzhou Auto, NIO, CALT, Kuaishou, Trip.com, Seres
The NEV producers’ ranks changed a lot in April. GAC began to sell batteries to outside new energy vehicle producers. Kuaishou’s GMV increased by...
Ming Lu
191 Views
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bullish
•
Tencent
•
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
343 Views
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bullish
•
Alibaba Group Holding
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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
319 Views
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