86Research

In-depth research of Chinese public companies in the sectors of Internet, Media, eCommerce, Online Travel, Online Entertainment, 020, Lodging & Education.

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Happy 9th Birthday 86 Research!

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A published report break-in for clients on June 10, 2026, responding to the State Backed National AI Buildout Announcement. Here is an excerpt from the report. $BABA

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Excerpt from our Editorial Pick published for 86Research clients on April 6, 2026. $ATAT #CHINA

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Email [email protected] --institutional investors only

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Excerpt from our report on $BABA #ATH in the making of the AI Platform Titan. The report was published for clients on March 17, 2026.

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Our Daily "Heard in China" published on March 6 for clients. Here is an excerpt commentary from Analyst Billy QI on $TCOM.

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JD Earnings Note Headlines ---full report published for clients on March 6, 2026.

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Excerpt from 86Research $TCOM Earnings report published on Feb 26, 2026.

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Excerpt from Summary of 86TRadeIdeas: $BEKE - full report published on 2/10 for clients.

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$BIDU $BABA
#DEEPSEEK #Kunlunxin

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$BABA - full report published for clients on October 23. Earnings date tomorrow 11/25. E-Commerce analyst Xiaoyan Wang. To connect with 86Research for a trial: email [email protected] (Institutional Investors Only)

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Our 10/14/25 commentary for clients published in our daily note, "Heard in China",

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$LKNCY #LUCKINCOFFEE - Our preview report from late October

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Our weekly MNC report published for clients. This is from October 24 - the summary analyst commentary. Interested? email: [email protected] (Institutional Investors Only)

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#Tencent $0700.HK Editorial Pick shared with clients on 9/18/25

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$BABA #TAobao $9988.hk #ELE.ME commentary shared with clients on 9/19/25

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$NIO - Commentary for clients published on 9/22

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$FUTU - commentary for clients published on 9/23/25

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$BABA - Editorial Pick we share with clients on 9/24/25

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$BABA - commentary published for clients on 9/25/25.