T.H. Capital - FULL TRUCK ALLIANCE CO LTD (YMM) YMM: Positive On YMM’s 2023 Outlook On China’s Full Reopening

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T.H. Capital

Tian Hou

EUR 232.23 For Business Accounts Only

YMM: Positive On YMM’s 2023 Outlook On China’s Full Reopening

YMM is benefiting from the economic expansion. In addition, YMM is also a platform economy helps SMEs and individual freelance workers.

06/03/2023 5 EN

Underlying

FULL TRUCK ALLIANCE CO LTD

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US35969L1089 New York Stock Exchange China

Provider

T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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YMM: Positive On YMM’s 2023 Outlook On China’s Full Reopening

Full Truck Alliance presents its vision for low emissions shipping at COP 28

YMM: Better Fulfillment and Utilization Driving Solid 2Q23 Performance; Positive on 2023 Outlook Driven By China’s Stimulus Policies

ATHM: Positive On 1Q24 Performance Due To Improvement In The Auto Market, Mainly Driven By EV Car Sales; The Adoption of Trade-In Policy Is Likely to Further Boost Sales

BABA: Positive On Longer-Term Outlook As China’s Economy Is Showing Signs of Bottoming; Negatives Are In The Stock Price

JD: China’s Economy May Have Bottomed As The Property Market Is Starting To Show Signs Of Stabilization; JD To Benefit From the Resumption In Growth Of China’s Economy

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