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2024-04-18 14:22:07 ET Summary ANTA Sports Products has risen by 6.7% YTD supported by a pickup in the Shanghai Composite. Its latest earnings release indicates the likelihood of a further upside. Accelerated revenue and earnings growth in 2023, with both the ANTA brand and FILA p...
2024-04-17 01:50:40 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2024-04-09 01:52:14 ET Summary JD.com's stock price has risen by 11% since I last wrote about it in January, while competitors like Alibaba and PDD Holdings have tumbled in the meantime. Some impact of the company's efforts to woo both merchants and customers through better terms ...
2024-03-13 14:40:23 ET Summary ATRenew Inc. reported strong earnings results for 2023, with total net revenues increasing by 31.4% compared to the previous year. The stock price has decreased due to the decline of the Chinese stock market, but this presents an opportunity for inve...
2024-03-11 08:22:37 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2024-03-08 09:17:01 ET Summary JD.com, Inc. has several great 5-year trends in net income and revenues, but its fortunes are dependent on consumer behavior in China, which is turning bearish. While the announced share buyback and dividend announcement might prop up the stock, a po...
2024-03-06 11:30:05 ET JD.Com, Inc. (JD) Q4 2023 Earnings Conference Call March 06, 2024, 07:00 ET Company Participants Sean Zhang - Director, IR Ran Xu - CEO, Executive Director & CEO, JD Retail Ian Shan - CFO Conference Call Participants Ronald ...
2024-02-22 22:17:14 ET Summary Chase Coleman's Tiger Global Management 13F portfolio value increased from $13.56B to $14.05B this quarter. The largest five positions in the portfolio are Meta Platforms, Microsoft, Apollo Global, Take-Two Interactive, and Amazon.com. New stakes...
2024-02-17 08:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund gained 6.07% (Institutional Shares) during the final quarter of 20...
2024-02-17 06:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Emerging Markets Fund gained 6.81% (Institutional Shares) during the final quart...