To The Moon

Hi Tigers, Let’s check out the top movers after earnings!

$Tencent Holding Ltd.(TCEHY)$ +7.40%

• EPS: Actual $6.79 vs. projected $6.57 (Beats estimate by 3.30%)

• Revenue: Actual $25.7 B vs. projected $25.0 B (Beats estimate by 2.8%)

• Full-year earnings guidance: The company highlighted strong growth driven by AI integration across its services and content. Revenue for the quarter grew 15% YoY to RMB184.5 billion ($25.7 billion), beating analyst expectations. The company’s advertising revenue increased 20% YoY to RMB35.8 billion, attributed to AI-driven enhancements. Tencent is accelerating spending on AI research and development, with plans to integrate AI into its gaming, social media, and cloud services.

  Tencent’s management emphasized the company’s focus on integrating AI into its services rather than competing directly with other AI platforms. The company’s approach leverages its Hunyuan AI model and partnerships to enhance product offerings and games.

$ZEEKR(ZK)$ +0.51%

• EPS: Actual (6.22) vs. projected (6.22) (Meets estimate)

• Revenue: Actual $27.43 B vs. projected $27.2 B (Beats estimate by 0.9%)

• Full-year earnings guidance: ZEEKR's CEO and CFO emphasized "technological consolidation" and "supply chain discipline" as being critical for maintaining margins in the EV sector, which is prone to price wars. The company's management pointed out that the integration of Zeekr and Lynk & Co has eliminated redundancies, contributing to a vehicle margin of 17.3% in Q2 2025, up 5.8 percentage points year-on-year.

$Youdao(DAO)$ +2.59%

• EPS: Actual ¥0.10 vs. projected ¥-0.59 (Beats estimate by ¥0.69)

• Revenue: Actual ¥1.42 B vs. projected ¥1.40 B (Beats estimate by 1.4%)

• Full-year earnings guidance: Youdao CEO Feng Zhou highlighted the success of its AI Native Strategy in driving robust financial results for the quarter, marking the company's first-ever profitable second quarter. He emphasized the release of the latest LLM Confucius 3 and the open-sourcing of Confucius 3-Math. The AI Essay Grading function in Youdao Lingshi led to a historical high retention rate.

$Vipshop(VIPS)$ +4.20%

• EPS: Actual $0.56 vs. projected $0.56 (Meets estimate)

• Revenue: Actual $3.58 B vs. projected $3.59 B (Beats estimate by 0.3%)

• Full-year earnings guidance: Vipshop's management anticipates a recovery in Gross Merchandise Value (GMV) but expects revenue to experience a modest decline due to macroeconomic factors and consumer headwinds. Benchmark adjusted its full-year 2025 revenue forecast for Vipshop to a 1.0% decrease from an initial estimate of a 0.2% increase.

  Eric Shen, Chairman and CEO of Vipshop, stated that the company's business trajectory showed signs of stabilization as they swiftly acted to revive customer activity and sales momentum. Total GMV returned to growth, driven by solid performance in apparel categories and double-digit growth in Super VIP members.

$Deere(DE)$ -4.47%

• EPS: $6.64 vs. projected $5.56 (Beats estimate by 19.40%)

• Revenue: $12.76 B vs. projected $10.98 B (Beats estimate by 16.2%)

• Full-year earnings guidance: The company anticipates cash flow from equipment operations between $4.5 billion and $5.5 billion, maintaining a steady outlook despite market volatility. The effective tax rate is expected to be between 20% and 22%.

  CEO John May stated, "We responded with measured actions to deliver optimal long-term outcomes for all stakeholders." This highlights the company’s strategic focus on sustainable growth.

$Canaan Inc.(CAN)$ +9.26%

• EPS: Actual (0.04) vs. projected (0.08) (Beats estimate by 50.00%)

• Revenue: Actual $100.0 M vs. projected $95.36 M (Beats estimate by 4.9%)

• Full-year earnings guidance: Canaan Inc. has decided to withdraw its previously issued full-year revenue guidance and mining hash rate deployment targets for the first half of 2025 due to ongoing global political and economic volatility. The company is adopting a more cautious approach to expectations for the second quarter of 2025, with a focus on pivoting to respond to market fluctuations to further consolidate its business amid the current uncertainty.

  Management is confident in its ability to navigate the current macroeconomic challenges and maintain operational excellence. The company's track record of success outside the United States includes operations in East Serbia, where it recently reported an impressive average uptime of 98% during the first quarter and 95% uptime in April, despite minor power disruptions early in the month.

$JD.com(JD)$ +1.21%

• EPS: Actual $0.58 vs projected $0.49 (Beats estimate by 40.82%)

• Revenue: Actual $49.8 B vs. US$46.69 B (Beats estimate by 6.66%)

• Full-year earnings guidance: The company's management highlighted its strong performance in the second quarter of 2025, with net revenues increasing by 22.4% year-on-year. They also emphasized the company's commitment to enhancing its supply chain-based technology and service offerings to drive future growth. The management expressed confidence in the company's ability to navigate the competitive landscape and achieve sustainable growth.

  Analysts noted that JD.com's Q2 2025 results showed robust revenue growth, driven by the annual 618 Shopping Festival and government trade-in subsidies. However, profitability may have been impacted by high marketing expenditures and substantial investments in AI technology infrastructure. The company's strategic focus on penetrating lower-tier markets, where pricing pressure remains intense, may have further compressed margins despite volume gains.

$Weibo(WB)$ +3.02%

• EPS: Actual $0.54 vs. projected $0.43 (Beats estimate by 25.60%)

• Revenue: Actual $444.8 M vs. projected $439.68 M (Beats estimate by 1.2%)

• Full-year earnings guidance: Weibo’s CEO, Gaofei Wang, stated that the company delivered solid performance in Q2 2025. The company focused on integrating social products and upgrading recommendation systems to improve user engagement. On the monetization front, the advertising business showed a solid trend, leveraging strengths in new product launch marketing and the ability to capture advertising budgets during the e-commerce season.

  CEO Rob Mionis highlighted “very strong results” with Q2 revenue and EPS both beating the high end of prior guidance, driven by 28 % CCS-segment growth and a record 7.4 % adjusted operating margin.

$NetEase(NTES)$ -6.67%

• EPS: Actual ¥14.81 vs. projected ¥14.92 (Misses estimate by 0.70%)

• Revenue: Actual ¥27.89 B vs. projected ¥28.40 B (Misses estimate by 1.80%)

• Full-year earnings guidance: The company refrained from issuing full-year earnings guidance, opting instead to emphasize its strategic roadmap focused on product innovation, global expansion, and value delivery to shareholders through dividends and buybacks. Management underlined its long-term vision, though market reaction was bearish given the misses in non-gaming segments and valuation concerns.

  CEO William Ding emphasized the company's strategic approach: “Beyond games, we remain focused on innovation, refining our products and content to deliver long‑term value for our users, partners and shareholders.”

$Geely Automobile Holdings Ltd.(GELYF)$ -1.81%

1. EPS: ￥0.9031 vs ￥0.95 (Misses estimate by 4.90%)

• Revenue: ￥150.28 billion vs ￥147.0 (Beats estimate by 2.2%)

• Full-year earnings guidance: Geely Automobile Holdings Ltd. is expected to report a full-year revenue of RMB 331.27 billion and a parent company owner's net profit of RMB 13.05 billion in 2025, corresponding to a PE of 13.0 times. The privatization of Zeekr is expected to be completed in the second half of the year. Geely Automobile will then integrate the Zeekr, Lynk & Co, Galaxy, and China Star brands to deepen technical synergy and strive to achieve the annual sales target of 3 million units, with a conservative full-year net profit estimate of RMB 16 billion.

  Geely Automobile achieved a year-on-year revenue growth of 27% in the first half of 2025, reaching RMB 150.285 billion. However, the net profit attributable to shareholders decreased by 14% year-on-year to RMB 9.29 billion. In the first half of 2025, the company launched several new energy models, such as Geely Galaxy A7, Galaxy M9, Zeekr 9X, and Lynk & Co 10 EM-P, which are expected to further increase the sales volume and market share of new energy vehicles.

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