Equity Bottom-Up: PC Partner, Alibaba Group, Toshiba Corp, Meituan, Tencent, BYD, ICBC (H), Mitra Adiperkasa, Bank Central Asia, China Communications Construction and more


Source: smartkarma.com smartkarma.com

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News Snapshot:

In today’s briefing: - PC Partner: 1H21 Off the Chart Results To Be Followed by Large Div Stream; 65% of Mkt Cap Is Cash - Alibaba Cloud: Near-Zero Dollars Valuation Is Not Entirely Impossible - Toshiba Corp (6502 JP) Chapter 6: Potential for Value Creation - Meituan (3690 HK): 2Q21, Initiatives Loss Continued to Swell - China Gaming Restrictions Are FAR More Severe Than the Market Is Assuming - Byd (1211) Vs BYDE (285): Carry On - Industrial and Commercial Bank of China – Negative Jaws Pressure Results - Mitra Adiperkasa (MAPI IJ) – One Step Beyond - PT Bank...