1. Baidu's Military Connection Raises Sanction Concerns Reports indicate that China’s military has linked its AI program with Baidu’s ChatGPT-like service, sparking fears of potential US sanctions due to its involvement in state-backed military projects. Baidu denies affiliation with the People's Liberation Army, but as a leading AI firm in China, it may face sanctions from the US and its allies.$バイドゥ(BIDU.US)$$BIDU-SW(09888.HK)$$ChatGPT関連(BK1347.HK)$$ChatGPT関連(BK2136.US)$ ...
8
3
2
報告
102711703 :
China gov. Has to inject and buy in more stocks to support and up hold China companies
$美団点評(03690.HK)$disclosed in a statement that on 18 January, it repurchased 5.7306 million shares on the Stock Exchange at a price of $68.4-$71.35 per share, involving a total amount of about $400 million. Since the ordinary resolution was passed, a total of 38.3841 million shares have been repurchased, representing 0.6149% of the company's share capital. $Meituan ADR(MPNGY.US)$$Meituan(ADR)(MPNGF.US)$
KeeTa, the takeaway platform of$美団点評(03690.HK)$, announced that more than 1.3 million users have downloaded and registered the App so far, with more than 10,000 new downloads per day in Hong Kong. User activity in December 2023 surged more than 50% month-on-month. KeeTa cited third-party data from Measurable AI, which indicated that KeeTa accounted for approximately 30.6% of the total number of orders in Hong Kong based on takea...
$美団点評(03690.HK)$'s takeaway livestreaming is regarded internally as this year's strategic business, Chinese news broke. In April, results were gradually yielded after the opening of the first takeaway live broadcast. In July, the gross merchandise volume (GMV) approximated RMB500-600 million, a monthly growth of 20%; in August, the GMV swiftly surged to RMB1-1.2 billion; and in October, the monthly GMV exceeded RMB2 billio...
$美団点評(03690.HK)$announced that the board of directors of the Company, on November 28, 2023, resolved to repurchase shares of the Company in the open market from time to time up to US$1 billion in value starting from December 1, 2023, pursuant to the share repurchase mandate approved by the shareholders of the Company at the annual general meeting. The Company believes that the share repurchase will demonstrate the Company’s c...
3
4
2
報告
Happy Gal :
isn't it a good news? why drop like mad??
$美団点評(03690.HK)$released its financial results for the third quarter of 2023 after market close yesterday (28th). The share price of the company's ADRs plummeted 10.8% to US$24.8. $Meituan ADR(MPNGY.US)$ Goldman Sachs anticipated the operating profit margin of MEITUAN-W, in particular its core local commerce segment, to remain torpid in the fourth quarter. The broker projected the EBIT margin for the in-store, hotel & travel...
1. Jack Ma's Shift in Share Plans: Jack Ma's family trusts reconsider selling 10 million Alibaba shares. Planned disposal impacted Alibaba's stock, despite good quarterly results. Jack Ma intends to retain his Alibaba stake, citing undervaluation. The company declared a $1 cash dividend for the quarter. $阿里巴巴集団(09988.HK)$$アリババ・グループ・ホールディング(BABA.US)$ 2. Upcoming IPOs for CATL and SHEIN: CATL, a leading EV battery supplier, co...
5
1
1
報告
HopelessChi :
no sign of financial market revival.
Daiwa wrote in a report that$トリップ・ドット・コム・グループ(TCOM.US)$is a key beneficiary of strong domestic and outbound travel demand, and expected further easing of outbound capacity to be a key catalyst for the company in 4Q23. The broker is also bullish on$美団点評(03690.HK)$, as it expected the company's revenue from arrivals, tours and hotels in 2H to benefit from strong demand for domestic hotels. The report cited the Chinese Min...
Meituan(ADR)に関するコメント
Expect a consistent theme from China this 1H24
Here’s 10 Things You Might Have Missed in China Last Week (1/15 to 1/19):
Reports indicate that China’s military has linked its AI program with Baidu’s ChatGPT-like service, sparking fears of potential US sanctions due to its involvement in state-backed military projects. Baidu denies affiliation with the People's Liberation Army, but as a leading AI firm in China, it may face sanctions from the US and its allies. $バイドゥ(BIDU.US)$$BIDU-SW(09888.HK)$$ChatGPT関連(BK1347.HK)$$ChatGPT関連(BK2136.US)$
...
MEITUAN-W Repurchases 5.7306M Shrs, Involving $400M
Since the ordinary resolution was passed, a total of 38.3841 million shares have been repurchased, representing 0.6149% of the company's share capital.
$Meituan ADR(MPNGY.US)$$Meituan(ADR)(MPNGF.US)$
MEITUAN's KeeTa Grosses 1.3M+ User Downloads & Registrations
KeeTa cited third-party data from Measurable AI, which indicated that KeeTa accounted for approximately 30.6% of the total number of orders in Hong Kong based on takea...
MEITUAN's Takeaway Livestreaming GMV Tops RMB2B in Oct, Report Says
In April, results were gradually yielded after the opening of the first takeaway live broadcast. In July, the gross merchandise volume (GMV) approximated RMB500-600 million, a monthly growth of 20%; in August, the GMV swiftly surged to RMB1-1.2 billion; and in October, the monthly GMV exceeded RMB2 billio...
MEITUAN Reportedly Undergoes Significant Managerial Shuffles
$Meituan ADR(MPNGY.US)$$Meituan(ADR)(MPNGF.US)$$KraneShares CSI China Internet ETF(KWEB.US)$$Hang Seng TECH Index(800700.HK)$
MEITUAN Plans to Repurchase Shrs for No More than US$1B from Fri
The Company believes that the share repurchase will demonstrate the Company’s c...
MEITUAN ADR Shr Price Slumps 10%+; Broker Foresees Margin Pressure
$Meituan ADR(MPNGY.US)$
Goldman Sachs anticipated the operating profit margin of MEITUAN-W, in particular its core local commerce segment, to remain torpid in the fourth quarter. The broker projected the EBIT margin for the in-store, hotel & travel...
Here's what happened in China's markets last trade day (11/22):
Jack Ma's family trusts reconsider selling 10 million Alibaba shares.
Planned disposal impacted Alibaba's stock, despite good quarterly results.
Jack Ma intends to retain his Alibaba stake, citing undervaluation.
The company declared a $1 cash dividend for the quarter.
$阿里巴巴集団(09988.HK)$$アリババ・グループ・ホールディング(BABA.US)$
2. Upcoming IPOs for CATL and SHEIN:
CATL, a leading EV battery supplier, co...
Daiwa Expects MEITUAN to Benefit From Strong Domestic Travel Demand in CN
The report cited the Chinese Min...
まだコメントはありません