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<Research>BOCI: Mid- to Long-term Top Picks Among CN Dotcoms TENCENT/ BABA-W/ NTES-S/ TME-SW
Recommend 36 Positive 60 Negative 18 |
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BOCI released a research report believing that AI, macroeconomic recovery, competition landscape, regulatory environment, shareholder return execution and US-China tensions will be the six key factors affecting the financials and valuations of Chinese internet listed companies in the next 6-12 months. BOCI's sub-sectors pecking order for Chinese internet companies will be cloud computing > online music = online game = online advertising > e-commerce > others. TENCENT (00700.HK), BABA-W (09988.HK)(BABA.US), NTES-S (09999.HK)(NTES.US) and TME-SW (01698.HK)(TME.US) remain its top picks for the mid-to long-term, BOCI added. BILIBILI-W (09626.HK)(BILI.US) and BIDU-SW (09888.HK)(BIDU.US) are its short-term picks. The broker raised its target prices for several dotcoms. The latest ratings and target prices of the sector are listed in a separate table. AASTOCKS Financial News Website: www.aastocks.com |
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