New Street Research - BEIJING KUAISHOU TECHNOLOGY (1496219D) ... New Street: Kuaishou 3Q22 Results - E-commerce Remains Resilient

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New Street Research

Jin Yoon

New Street: Kuaishou 3Q22 Results - E-commerce Remains Resilient

What's new: Kuaishou reported 3Q22 results that were above consensus and our expectations. External ads could remain challenging amid macro and covid uncertainties, while e-commerce continues to be resilient despite resurgence of covid cases. We maintain our PT at HKD 95.

Analysts:
Jin Yoon

25/11/2022 1 EN

Underlyings

BEIJING KUAISHOU TECHNOLOGY

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Kuaishou Technology

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable

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Analysts

Jin Yoon

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New Street: Kuaishou 3Q22 Results - E-commerce Remains Resilient

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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