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K2 Capital Limited · Hong Kong, China
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The K2 Capital approachHong Kong, since 2020
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Technology
Kuaishou Technology (1024.HK) Equity Research Report
Kuaishou Technology is China’s second-largest short video and live streaming platform, with 401 million daily active users and 735.6 million monthly active users as of Q4 2024.
Kuaishou Technology is China’s second-largest short video and live streaming platform, with 401 million daily active users and 735.6 million monthly active users as of Q4 2024.
What’s inside
- Company overview
- Financial summary
- Investment case
- Valuation
- Scenario analysis
- Key risks
- Revenue segmentation and key operating metrics
- Margin expansion roadmap
- Peer valuation comparison
- Near-term catalyst calendar
More research
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How Actuators Drive 70% of Humanoid Robot Economics
Why the component accounting for 30–50% of humanoid robot cost is the highest-conviction investment in the next industrial revolution.
K2 Research TeamMar 3, 2026
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Indonesia’s 2026 Nickel Policy: Battery Metals and Trade Flows
How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
K2 Research TeamMar 1, 2026
Geopolitical riskPDF · 9 pp
Mexico Succession Crisis, the CJNG Power Vacuum and Market Playbook
For markets, the event is not merely a security headline. It is a supply chain and capital flow event with measurable impacts across travel and tourism, hospitality, agri-food supply chains and defense technology.
K2 Research TeamMar 1, 2026