China Internet Sector_Online entertainment and education 2025 outlook quantamental scorecard update
China Securities·2025-01-15 07:04
ab 10 January 2025 Powered by YES UBS Evidence Lab Global Research China Internet Sector Online entertainment and education 2025 outlook quantamental scorecard update Positioning for bottom-up comeback potential We revisit our quantamental scorecard (Figure 1) since our initial launch in October 2024 (see our APAC Focus report). Since our initial version, overall consumption has weakened, as shown in soft November data (link), and UBS China's economics team predicts a slow down in overall consumption for 20 ...