Meituan (3690.HK) In-depth Series 2: Douyin Competition Breaks Out of Differentiation Trends and Rebounds in the Profitability of the In-Store Wine Tourism Business
Bank Ratings | Goldman Sachs: Constructing investment portfolios for Chinese shareholders, including Tencent, jd.com, and BYD Company Limited.
Guosen Securities: Maintain Tencent (00700) 'outperform the market' rating, DNF mobile game has been taken down from the Android app store and returned to the top of the list.
Tencent Holdings (00700.HK): After removing the Android App Store, DNF Mobile Games returned to the top of the best-selling list and bargaining power for high-quality content or continued to improve
Meituan-W (03690.HK): Revenue and profit exceeded expectations, and new business losses continued to narrow
Tencent Holdings (0700.HK) 24Q1 Performance Review: High Margin Business Supports Profitability and Continued Growth in Shareholder Returns
Cinda Securities: Maintains a "buy" rating on Tencent Holdings (00700), there is still a possibility for further release of future profitability.
Research report from Huaxing Capital: giving a "buy" rating for Meituan with a target price of HKD 180. Management is optimistic about the performance in the second half of the year.
Major bank rating | Goldman Sachs: There will be more opportunities for e-commerce in the second half of the year, with a 'buy' rating for Alibaba, PDD Holdings and Kuaishou.
Meituan-W (3690.HK) 1Q2024 Quarterly Report Review: Profit released quarterly after organizational structure adjustment, optimistic about long-term synergy
DBS Bank: Reaffirms its target prediction of 20,300 points for the Hang Seng Index in the next 12 months, and lists its preferred stock names, including Ping An Insurance.
Tencent Holdings (00700.HK) 2024Q1 Results Announcement Comment: Rapid Net Profit Growth AI Injects New Momentum into Business Development
Tianfeng Securities: Maintains a "buy" rating for Tencent Holdings (00700) with a target price of HKD 476.
Goldman Sachs: Rated Xiaomi-W (01810) as "buy" with a target price of HKD 23.
Jefferies Financial: The summer gaming market will be lively, and Tencent is the first choice with a target price raised to HKD 480.
Meituan-W (03690.HK): Profit exceeds expectations, new business continues to reduce losses
Bank of America Securities reiterated its "buy" rating on Meituan-W03690, with a target price of 142 Hong Kong dollars.
Daiwa Securities rating: Tencent and Ctrip are preferred for Chinese internet stocks, bullish on Netease, PDD Holdings, Meituan and KE Holdings.
Meituan-W (03690.HK) 2024Q1 Results Announcement Comment: Strong Growth in Core Local Businesses, Remarkable Results in Reducing Losses in New Businesses
Goldman Sachs: Rated Meituan (03690) as buy with a target price of 148 yuan.