ECM Weekly (2nd July 2023) - Tryt, J&T Express, Redox, Kelun, 4Paradigm, SIA, M&A Research, Walsin
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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China TMT Update-2618.HK/2352.CH/3690.HK/PDD/BEKE-Cainiao Launching Express Delivery Network
2618.HK/352.CH: Cainiao launching own national express delivery network；3690.HK/PDD: Meituan planning to launch “Summer War” in CGB；BEKE: Beike is...
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Blue Lotus IPO Outlook/J&T Express: Cash Crunch as Prices Slump, Overseas Volume Ramps
We expect that J&T’s China and SEA’s growth will slow down. we value J&T at US$ 10 bn, which is (25%) vs. J&T’s valuation in its latest round of...
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China TMT Update-PDD/1024.HK/700.HK/Luckin/BILI: PDD Adds Live Broadcasts;Bili Changes Video Display
PDD/1024.HK/700.HK: PDD adds an entrance dedicated to viewing live broadcasts (+/-/-);Luckin Coffee: Luckin Coffee cooperate with OneContract...
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Chinese Sellers Recent Discussions About Amazon's Latest Changes, a Summary
Recently, many Chinese sellers on Amazon have reported a decline in their store's performance. The adjustment of advertising rules, the use of AI,...
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