Daiwa's top picks for the China internet sector include:
- Highly favored by US investors.
- Rated Buy or Overweight.
- Catalysts: improved gaming performance, strong advertising growth, sustained shareholder returns.
- Rated Buy or Overweight.
- Catalysts: improved gaming performance, strong advertising growth, sustained shareholder returns.
- Focus on international business development for long-term growth.
- Rated Buy.
- Rated Buy.
- Bullish outlook, though less popular among investors.
- Rated Buy.
- Rated Buy.
- Consensus Buy rating.
- Highly favored by investors.
- Highly favored by investors.
- Rated Buy.
- Rated Buy.
US investors have similar investment weightings in China, while global funds remain cautious.
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