Report

New Street: DADA 1Q22 Preview - Outlook Remains Intact Despite Covid

What’s New: We maintain our 1Q22 estimates as business outlook remains largely in-line with expectations despite rolling covid lockdown across China. In this note, we discuss about the latest updates on the business including the impact from covid restrictions coupled with near-term demand and margin outlook.

Analysts:
Jin Yoon
Underlying
Provider
New Street Research
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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
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  • Pan European Telecom Services and Cable


Analysts
Jin Yoon

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