NETEASE INC(9999.HK):STRENGTHENED VISIBILITY WITH FRUITFUL PIPELINES IN 2H24
UBS Group: Alibaba's accelerated buyback pace still far exceeds expectations, giving it a target price of $105.
KUAISHOU TECHNOLOGY(1024.HK):INTENSIFIED COMPETITIONS ON SATURATED CORE BUSINESSES
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.
CICC: Tencent Music (01698) rated "outperform" compared to the broader market, with a target price of HKD 67.5.
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.
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