BILI 1Q26 First Take: Q1 results were broadly in line. Ads, one of the two core pillars, beat expectations. That said, Dolphin Research is slightly disappointed that MAUs rose by only ~10 mn QoQ durin...
0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has ...
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$TENCENT(00700.HK)
There's nothing wrong with the company; a dip is an opportunity to accumulate shares.
The Chinese tech basket is generally undervalued as compared with their US counterparts. For those who can stomach the constant sell down of Chinese tech, there is a chance of enjoying the fruit when ...
Looks like Singapore is very much an important cog of the AI supply chain and the exports data shows that clearly. As well Singapore is considered friendly to the US so that should support our GDP.
0518 | Dolphin Research Focus: Macro/Industry. NBS data show Jan–Apr retail sales at RMB 16.49tn (+1.9% YoY).
Apr alone was RMB 3.72tn, up just 0.2% YoY. Ex-auto retail rose 3.1% YoY, online retail +6.......
Singapore’s AI beneficiaries have rallied quite a bit to be honest. Much like their US counterparts, a breather is much required and a healthy outcome.
AI tech spending is still going strong, and AI is a real game changer, really impacting real life. now is the lull (sell in May & go away) but it is not dead, just stoop lower to jump higher
China is recovering, it's been so many years since the real estate bubble pop. Time to go long into China companies and believe in the Chinese will. Tech is definitely a focus!
Singapore M&A is picking up, however regulators are very picky about this. There is significant regulator risk hence play it safe, no point looking for arbitrage.