Xiaomi's continuous global expansion, new cross-category product synergies and growing presence in premium price bands in China have elevated its stock price. EqualOcean presents its first equity research report on the company, touching upon various facets of its business.
The Cloud market has been growing rapidly over the past ten years in China. In the new decade, the demand for digital services will further scale up, with more opportunities appearing during the Cloud deployment across industries. In this report, we depict the genesis of the Chinese Cloud industry, analyzing the most important trends, as well as the structure of the sector. We look into top companies in the space and their strategies.
This is EqualOcean's fifth quarterly overview of the Shanghai exchange's tech board. Here, we adhere to the same structure as in the previous editions: the first chapter is heavily data-based, while the second part describes key regulatory shifts and other narratives that happened in China's financial market in the last quarter.
Kuaishou is one of the most popular short video sharing platforms in China, famous for its prosperous community culture and as the birthplace of the unique 'laotie economy.' In this report, EqualOcean dives into Kuaishou's business, analyzing its core capabilities and strategic outlook.
Equipped with Ping An's data and client pool, wealth management platform Lufax Holding is positioned to benefit from China's growing middle class. EqualOcean presents its first equity research report on the company, touching upon various facets of its business.
Pinduoduo: A Buy-the-Dip Opportunity?
Pinduoduo has grown into one of the largest e-commerce players in a short amount of time, rising past Alibaba in terms of annual active buyers while seeing revenues nearly double this year. Positioning within an agriculture niche provides a moat against competitive threats from other leading e-commerce marketplaces, while still paving the way for strong revenue growth in the upcoming years.
Mar 22, 2021 06:14 PM
Opinion: Li Auto Remains a Solid Domestic EV Pick
Li Auto's combination of a relatively safe valuation and profitability from a strong margin profile could allow shares to find some upside between its peer group even as the EV industry faces a valuation crunch from rising rates.
Mar 01, 2021 02:16 PM
EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.
EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.
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