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Summary Kuaishou continues to see strong topline growth, driven by robust growth in its advertising and eCommerce business segments. There is room for growth with the company continuing to expand and diversify its user base, and invest in enhancing competitiveness through logistic...
Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Summary Market conditions and competition have dampened Baidu, Inc.'s growth in advertising. Meanwhile, the emergence of major risk factors and horrific sentiment vis-à-vis Chinese stocks have contributed to a collapse of Baidu shares. A dominant position in search, economic ...
Summary Investor sentiment is overly pessimistic on the PCAOB audit where there are multiple signs that Alibaba could walk away without any issues. Online retail sales were better-than-expected and show improvement in the recent quarter, which bodes well for Alibaba. Efficienc...
WE Summit Celebrates Its 10th Anniversary as Tencent is Building Its Sci-tech Museum and "Human Tech Tree" in Its New Headquarters in Qianhai PR Newswire SHENZHEN, China , Nov. 7, 2022 /PRNewswire/ -- On Nov. 6 , the 10 th Tencent Science WE S...
Summary China stocks are a value trap investment. The policy-turnaround favoring re-globalization needed for the bullish case. The China reopening rumor is a short-squeeze trigger. One of the worst investments ever The iShares China Large-Cap ETF ( FXI ) is p...
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 be worth your time for f...
Summary Tencent is down 70% from highs and trades at the same levels it did 5 years ago. There are $150 billion of equity investments on the balance sheet as compared to the $270 billion in market cap. Growth has disappeared, but that is likely due to a resurgence in COVID, wi...
Summary Meta Platforms reported mediocre Q3/22 results and revenue as well as earnings per share declined. While the company is clearly struggling, the underlying business is still growing, with the number of DAUs increasing and monetization of reels making progress. Investors...
Shares of Chinese and other international companies jumped sharply on Tuesday as hope spread that China's zero-COVID policy may be coming to a close. Rumors are floating that a government committee has been formed to study a plan for fully reopening China in March 2023. Markets acro...
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Tencent Launches Immersive Digital Experience of Newest World Heritage Site with Gametech PR Newswire The Beijing Central Axis is now ready for digital visitors from around the world SHENZHEN , China , July 27, 2024 /PRNewswire/ -- Tencent (0700.HK...
Tencent Deploys AI to Help Researchers Decipher Hidden Meanings in Oracle Bone Scripts PR Newswire Online research platform Oracle Bones Corpus welcomes contributions from researchers and enthusiasts SHENZHEN, China , May 28, 2024 /PRNewswire/ -- Tencent&...