UBS Group: Alibaba's accelerated buyback pace still far exceeds expectations, giving it a target price of $105.
Bocom Intl: New games drive industry acceleration in Q2, maintains "buy" rating for Tencent (00700) and Netease (09999).
Bank Rating | BOCI Securities: Expected to see the Hang Seng Index reach 20,010 points by the end of the year, bullish on high-dividend stocks, companies benefiting from the southward trend, and high-growth stocks.
Tencent Holdings (0700.HK): Weekly Report
Founder Securities: Strongly recommend a Buy rating for Tencent (00700) with a target price of HKD 472.
Major bank rating | Citigroup: Focus on the 8 potential catalysts listed in the third Plenum, select PDD Holdings, Li Ning, BYD Company Limited, and other companies.
Bocom Intl Rating: Valuations of the mainland internet plus-related industry have recently pulled back, supported by performance and buybacks
Tencent Holdings (0700.HK): Steady Attack
Orient Securities: Maintains "buy" rating on Meituan-W (03690) with a target price of HKD 154.
Meituan-W (03690.HK): High volume increase, focus on subsequent core local commercial profit elasticity
Tencent Holdings (00700.HK): “DNF Mobile Games” surpassed expectations in the first month of the game's profit margin ceiling or rise
Tencent Holdings (00700.HK): The cornerstone is steady and thriving
Sea Limited Downgraded Due to Increased Competition: JP Morgan
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.