New Street Research - BEIJING KUAISHOU TECHNOLOGY (1496219D) ... Kuaishou 2Q23 Preview: Upside in Ads and E-commerce

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New Street Research

Jin Yoon

Kuaishou 2Q23 Preview: Upside in Ads and E-commerce

What’s New: We up our 2Q estimates as ads 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 2Q.

Analysts:
Jin Yoon

21/07/2023 1 EN

Underlyings

BEIJING KUAISHOU TECHNOLOGY

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Kuaishou Technology

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Analysts

Jin Yoon

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Kuaishou 2Q23 Preview: Upside in Ads and E-commerce

Kuaishou 4Q23 Results: Margins to Further Improve in 2024

REG: Strategy: Alpha Picks - February 2024

Kuaishou 4Q23 Preview: Further Upside in Margins

Sanofi - The Path to €120 (BUY, TP EUR120 [110], 7pgs)

Altice Model Update

MELI US (Buy, TP: $1,800, +25%) Q1 24 - Argentina really is in the price now, Brazil and Mexico profitability well ahead

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