Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>Daiwa Reiterates Positive Outlook on CN Internet Sector; Top Picks TCOM/ TENCENT/ MEITUAN-W/ PDD/ Sea
Recommend 22 Positive 43 Negative 16 |
||||
|
||||
|
Daiwa released a research report highlighting a promising outlook for China's internet sector, but emphasizing that flexibility is still needed. Overseas expansion will remain a key growth driver, while intensifying domestic consumption stimulus measures will be a focus for 2025. The broker anticipates several potentially significant events, including DiDi's listing in Hong Kong, KE Holdings (BEKE.US)'s dual primary listing, and M&A opportunities. The broker reiterated its positive view on the sector, with top picks including Trip.com (TCOM.US), TENCENT (00700.HK), MEITUAN-W (03690.HK), Pinduoduo (PDD.US), Full Truck Alliance (YMM.US), and Sea (SE.US). Under favorable policy conditions, the broker's tactical buy calls were BEKE-W (02423.HK) (BEKE.US) and JD-SW (09618.HK) (JD.US). AAStocks Financial News |
||||
Copied to Clipboard
 |
||||
