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Tianfeng: Differentiated products, channel expansion, and competitive pricing help improve Bruker's market share.
Tianfeng published a Research Report stating that Bluku (00325) is expected to continuously gain market share through differentiated product layout, ongoing extensive expansion of distribution and KA channels, and very competitive pricing. Firstly, from the perspective of brands, the brands involving Transformers action figures on Amazon in the USA include Hasbro (and its children's brand Playskool), LEGO, threezeo, YOLOPARK, JADAToyes, Super7, and other brands; in terms of categories, most brands are focused on action figures, while Bluku's core building toy product layout shows uniqueness and rarity; finally
Goldman Sachs: Maintains an optimistic outlook on TUHU-W, reiterates 'Buy' rating.
Goldman Sachs released a research report stating that it maintains an optimistic attitude towards TUHU-W (09690), China's largest integrated online and offline Car Service platform. Based on its scalable business model, which drives the integration of China’s automotive aftermarket through digital solutions, increased sales of its own brands, and the profit margin enhancement potential of a light asset model under high operational leverage, it maintains a "Buy" rating. The firm indicated that TUHU's adjusted Net income in the second half of last year was flat year-on-year, 13% higher than the firm's forecast, mainly benefiting from the gross margin of the tire and chassis parts business segments exceeding expectations. The firm expects a more standardized pricing strategy combined with continuous store expansion.
China International Capital Corporation: Maintain COFCO JOYCOME outperforming Industry rating with a Target Price of 1.8 Hong Kong dollars.
CICC released a Research Report stating that based on the determination of stable decline in pig prices in 2025, the forecast for COFCO JOYCOME (01610) 2025 net income is adjusted down by 16% to 0.76 billion yuan, and the forecast for 2026 net income is introduced at 1.15 billion yuan. The current stock price corresponds to 8/5 times P/E for 2025/26, maintaining an outperforming Industry rating. Considering the company's recovery growth and profit forecast adjustments, the Target Price is maintained at 1.8 Hong Kong dollars, corresponding to 10/7 times P/E for 2025/26. In 2024, COFCO JOYCOME announced that the 2024 performance met market expectations, with a year-on-year revenue decrease of 5.3% to 163.26.
Meituan: The search volume for "low-altitude flower appreciation" has increased by 645%, and the group buying Orders for the "spring" theme have more than doubled.
Xinhua Technology reported on the afternoon of March 17 that Meituan Travel released the "2025 National Top Ten Spring Outing New Plays," among which over half are mixed formats, with the central and western regions performing impressively. Meanwhile, traditional flower viewing has also seen innovation, and in March, the search volume for "flower viewing and spring outings" on Meituan increased by more than 167% week-on-week, with high search popularity related to "cuisine," "low-altitude flights," and "intangible cultural heritage." Under the influence of "Cultural Tourism + Various Industries" and "Various Industries + Cultural Tourism," different regions have launched new experiences through online and offline multi-industry integration, bringing new enjoyment to consumers while also stimulating new growth points for the spring economy. Meituan Travel aggregates online users.
Alibaba 1688 launched a new Business "Yuanxuan", collaborating with factories to build brand names and supply chains.
Sina Technology reported on March 17 that recently, Alibaba's wholesale platform 1688 held the "Good Business Conference" in Hangzhou. At the conference, 1688 announced the launch of a new Business called "Source Selection." It was introduced that 1688 Source Selection mainly focuses on two things: first, precisely targeting the needs of "household managers" for home procurement and stockpiling, starting from the source of the industrial belt, providing Consumers with commodities that are of the same quality as big brands but priced at only one-third of the big brands, and innovating and improving these commodities to better meet the consumers' daily usage scenarios. Second, relying on 1688's offline selection centers and super factories, it locks...
Lyon: Maintains JD HEALTH "Outperform Market" rating with a Target Price of 40 Hong Kong dollars.
Lyon released a Research Report stating that it maintains a "outperform the market" rating for JD HEALTH (06618), with a Target Price of 40 Hong Kong dollars. The bank expects the company's revenue growth to accelerate to 15% this year, predicting that JD HEALTH's performance in the second half of last year remained steady, with revenue increasing by 13% year-on-year to 29.7 billion yuan. Benefiting from the strong performance of the Singles' Day Sales, drug demand remains strong, and with the expansion of gross margin, adjusted EBIT is expected to increase by 23% year-on-year to 1.2 billion yuan. The bank expects the company's direct sales in the second half of last year to increase by 12% year-on-year to 25.3 billion yuan, with fourth-quarter sales rising by 11% year-on-year, and the number of annual active users is expected to increase by 9 million compared to the first half.
Wuxi Online Offline Communication Information Technology Co., Ltd.'s (SZSE:300959) 25% Share Price Plunge Could Signal Some Risk
