Shifting Its Planned IPO from New York to London Won't Address Key Risks Facing SHEIN
Shifting SHEIN's IPO from New York to London would not mitigate the risk of US de minimis reforms; plus, new EU rules for large e-comm and social...
562 Views
[Blue Lotus Daily - TMT Update]:NTES/700 HK/BABA/SHEIN/PDD/3690 HK/BIDU
NPPA approves new domestic game codes; NetEase establishes overseas studio; Alibaba Cloud offers discounts on hardware products.
155 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.2k Views
Monthly Chinese Express Tracker | Industry ASP Fell to Record Low Last Month | (February 2024)
More operating days in January 2024 lifted parcel volume growth, but industry ASP declined to the lowest level on record. We believe at current...
308 Views
[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP
Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.
185 Views