[Blue Lotus Daily - TMT Update]:JD US/DADA US/3690 HK/700 HK/ZTO US/1519 HK/PDD US/BABA US/Douyin
JD.com upgrades "Hour Delivery" to "Instant Delivery" showing growth potential in on-demand retail; new game to release May 24th; PDD introduces...
129 Views
Meituan (3690 HK): Out of the Woods and Light a Fire
Meituan plans to launch a comprehensive membership program as it extends instrashopping from grocery to daily goods, positive for its profit...
238 Views
Alibaba (9988 HK): 4Q24, Main Business Began to Grow
Customer management as the largest business began to increase compared to the past two stagnant quarters. We believe margin will continue to...
315 Views
Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
312 Views
ECM Weekly (13th May 2024) - Hyundai Marine, Zeekr, Swiggy, Indegene, Aadhar, TBO, Wuxi XDC, ASMedia
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
259 Views