Bocom Intl Rating: Valuations of the mainland internet plus-related industry have recently pulled back, supported by performance and buybacks
Orient Securities: Maintains "buy" rating on Meituan-W (03690) with a target price of HKD 154.
Jefferies Financial maintains a "buy" rating for Ctrip, with a target price of HKD 544.
Meituan-W (03690.HK): High volume increase, focus on subsequent core local commercial profit elasticity
Maintain buy rating on Ctrip Group-S (09961) with a target price of HKD 544, according to Fubon.
Bocom intl: Maintains buy rating on Netease-S (09999), target price of HKD 182.
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
CICC: Maintains the outperform rating for Netease-S (09999), with a target price of HKD 206.
NetEase S (09999.HK): The basic version is steady and eternal, the mobile game is scheduled to gain momentum at the bottom of the July valuation
UBS Group: Rated "buy" for KE Holdings-W (02423), with a target price of 52.5 Hong Kong dollars.
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.
Huachuang Securities Starts Trip.com at Buy With HK$506 Price Target
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
Research Reports|Huaxing Capital: Giving jd.com a “buy” rating, management reiterates 2024 revenue growth guidance.