China Great Wall Securities: first initiated a "buy" rating for Alibaba-SW (09988), expected to be included in Stock Connect after dual listing.
Xiaomi Group-W24Q1 performance: profit hit a new high in a single quarter, and the automobile business sprinted to the annual delivery target of 120,000 units
Macquarie: nvidia is leading the new industrial revolution and believes that companies like Ruishi, byd electronic, etc. will benefit from the AI theme.
AI-empowered Q1 performance exceeded expectations, with several institutions raising the target price for Kuaishou (01024).
Bank Ratings|BOC International: Performance certainty drives a recovery in investment sentiment in the mainland Internet industry
Bank Ratings | Bank of America: Raising Meituan's target price to HK$135, and the first quarter revenue is expected to increase 20% year-on-year
Kuaishou-W (01024.HK) 2024Q1 performance announcement comment: Continued strengthening of profitability contributes significantly to the e-commerce ecosystem
Orient Securities: Maintaining JD Group-SW (09618) “Buy” Rating Target Price of HK$131.1
JD Group-SW (09618.HK): Profits exceeded expectations, supermarkets recovered well
Alibaba-SW (09988.HK): E-commerce business is picking up, dual major listings in Hong Kong are expected to land
Huachuang Securities released a research report stating that Tencent (00700.HK) was given the 2024 NON-IFRS net profit target PE 20x corresponding target price of HK$464.88 to maintain the “recommended” rating for the company. I'm optimistic about the Tar
Huachuang Securities: “Peace Elite” may maintain Tencent (00700)'s “recommended” rating through operational restructuring+gameplay iteration or injecting new life
Tencent Holdings (00700.HK) Further Understanding Series In-depth Report I: “Strong Operation” Empowers SUPERCELL to an inflection point; iterative shooter gameplay is expected to prosper the “Peace Elite” ecosystem
Tencent Holdings (00700.HK): C-terminal app “Yuanbao” with mixed yuan model launched, highlighting Tencent's ecological value
Kuaishou-W (1024.HK) 24Q1 Financial Report Review: Net Profit Exceeds Market Expectations, Pan-Shelf Accelerates
NetEase - S (9999.HK) 1Q24 performance review: Profitability continues to improve, and the launch of new games is expected to accelerate in the second half of the year
Alibaba-SW (09988.HK): January-March 2024 Results Announcement Commentary: Focus on strategic priority businesses, domestic e-commerce GMV achieves double-digit growth
Anxin International: Maintaining Xiaomi Group-W (01810) “Buy” Rating Target Price of HK$24
BOC International: Maintaining Tencent Holdings (00700)'s “Buy” Rating Target Price of HK$457
Alibaba-SW (09988.HK): Taotian's investment is showing results, focusing on Hong Kong's dual major listings