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<Research>Daiwa Reiterates Positive Outlook on CN Internet Sector; Top Picks TCOM/ TENCENT/ MEITUAN-W/ PDD/ Sea
Recommend 25 Positive 50 Negative 21 |
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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 |
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