CaiNiao Q2FY: Pressure on Profitability Has Intensified | X-Border Competition the Likely Culprit
Alibaba's September financial report showed weak results from its logistics affiliate CaiNiao. What insights into Chinese X-border retail can we...
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[Blue Lotus Daily-TMT Update]:Gaming Sector Update/NTES US/3690 HK/Douyin/BABA US/PDD US/JD US/700HK
China's gaming sector sees growth in domestic and imported game approvals, Douyin's Double 11 sales surge indicates higher consumer spending, and...
150 Views
[Blue Lotus Daily-TMT Update]:NTES US/JD US/BABA US/PDD US/VIPS US/3690 HK/AMZN US
New game Eggy Party launches on Nintendo Switch, JD.com introduces On-Demand Delivery Flagship Stores for retail business, NBS releases social...
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SF Holdings A/H Listing - Lower End Looks Digestable
S.F. Holding (002352 CH), China’s largest express delivery company, is now looking to raise around US$800m in its H-share listing in Hong Kong. In...
328 Views
Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
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