[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD
China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...
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CX Daily: Even More European Airlines Drop China Routes
Airlines / In Depth: Even more European airlines drop China routes On Nov. 9, Scandinavian Airlines (SAS) concluded its final direct flight from...
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[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...
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Vishal Mega Mart IPO Trading - Strong Demand Despite Not so Strong Anchor
Vishal Mega Mart (VMM) raised around US$950m in its India IPO. We have looked at the past performance in our earlier notes. In this note, we talk...
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IGI (India) IPO - Unique Exposure but Questionable Acquisition, and 4x Returns for PE in 18 Months
International Gemmological Institute (India) Limited (IGII) is looking to raise about US$500m in its upcoming India IPO. In this note, we look at...
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