China TMT Update(Mar.23): 3690HK/PDD/BABA - Surplus Meituan Delivery Riders Could Improve Margins
3690HK: Surplus Meituan delivery riders could improve margins (+); PDD: Temu temporarily suspended inventory intake at Guangzhou warehouse(-);...
Onewo Space-Tech IPO Lock-Up - Company, Parent and Cornerstones Could Eventually Sell
Onewo (2602 HK) (OST) had raised around US$730m in its Hong Kong IPO in Sep 2022. Its six-month lockup is set to expire soon.
Growatt Technology Pre-IPO - Refiling Updates - Still Running Strong
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about its refiling...
China TMT Update(Mar.21): BILI/BIDU/BABA/3635.JP/BGNE - Douyin Launches "Qingtao", Similar to BILI
BILI: Douyin launches "Qingtao", similar to BILI; BIDU: Baidu's ERNIE Bot exceeds expectations from user feedbacks BABA/3635JP: <Three Kingdoms:...
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