[Blue Lotus Hardware Sector Update]: What Does AI Phone Bring to the Tech Competition?
US-led tech chain may drive AI phone features, boosting the industry and pressuring Huawei. Other AI trends include killer apps, super app...
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Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
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[Blue Lotus Daily - TMT Update]:NTES/BABA/PDD/3690 HK/JD/VIPS/1219 HK/SHEIN/AMZN/SE/MELI
NetEase announces spin-off game; Temu negotiates with J&T for overseas last-mile services; Temu launches in South Africa.
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Global Emerging Markets: Reporting Season Summary, 4Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
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Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
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