据了解，贝壳于8月12日发布的2024年二季度财报，取得了显著超出市场的业绩表现。报告期内，贝壳实现总交易额(GTV)8,390亿元(人民币，下同)，净收入为234亿元，同比增长19.9%，毛利率为27.9%，净利润达19.0亿元，同比增长46.2%，经调整净利润达26.9亿元，同比增长13.9%。与此同时，贝壳宣布扩大并延长现有股份回购计划，回购授权从20亿美元增加至30亿美元，回购计划期限延长至2025年8月31日。On August 15th, according to the disclosure of the Securities and Exchange Commission (SEC) of the United States, famous hedge fund manager David Tepper's Appaloosa Management submitted a second-quarter position report ending June 30, 2024.
According to statistics, the total market value of Appaloosa Management's second quarter holdings was $6.18 billion. The fund added no new stocks to its portfolio, increased holdings in 9 stocks, while clearing positions in 2 stocks and reducing holdings in 26 stocks in the second quarter. It is worth noting that Appaloosa Management still favors Chinese assets in the second quarter, increasing its holdings in Ke Holdings and JD.com. Although the number of positions held decreased by 6.67% from the previous quarter, Alibaba is still the fund's top heavy stock holding.
On the same day, HHLR Advisors, an independent fund management platform under Hillhouse Capital focused on secondary market investments, also announced its US stock holdings as of the end of the second quarter in 2024. The data shows that HHLR held 78 stocks in the US stock market in the second quarter with a total market value of approximately $4.054 billion. The total market value of Chinese concept stocks held accounted for nearly 85% and dominated the position. Among them, Ke Holdings holds over 6 million shares, making it the fund's fourth largest holding target.
It is reported that Ke Holdings achieved significant performance outperforming the market in the second quarter of 2024, according to the financial report released by Ke Holdings on August 12. During the reporting period, Ke Holdings achieved a Gross Transaction Value (GTV) of 839 billion yuan, with a net income of 23.4 billion yuan, a year-on-year increase of 19.9%, a gross margin of 27.9%, net profit of 1.9 billion yuan, a year-on-year increase of 46.2%, and an adjusted net profit of 2.69 billion yuan, a year-on-year increase of 13.9%. At the same time, Ke Holdings announced the expansion and extension of its existing share repurchase plan, increasing the repurchase authorization from $2 billion to $3 billion and extending the repurchase plan deadline until August 31, 2025.
