New Street Research - BEIJING KUAISHOU TECHNOLOGY (1496219D) ... Kuaishou 1Q23 Preview: Upside to 1Q Estimates Driven by Live Streaming and E-commerce

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New Street Research

Jin Yoon

Kuaishou 1Q23 Preview: Upside to 1Q Estimates Driven by Live Streaming and E-commerce

What’s New: We revised up our 1Q estimates as live streaming and e-commerce revenues could come in better than what we initially anticipated. In this note, we discuss about the latest updates on the business including financial outlook and user trends in 1Q.

Analysts:
Jin Yoon

24/04/2023 1 EN

Underlyings

BEIJING KUAISHOU TECHNOLOGY

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Kuaishou Technology

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Analysts

Jin Yoon

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Kuaishou 1Q23 Preview: Upside to 1Q Estimates Driven by Live Streaming and E-commerce

Kuaishou 2Q24 Preview: E-commerce Could be Under Pressure in 2Q

Kuaishou 1Q24 Results: OMS Could Remain Resilient

Kuaishou 4Q23 Results: Margins to Further Improve in 2024

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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