[Blue Lotus Daily - TMT Update]:TCOM US /3690 HK /ATAT US/700 HK/BABA US/JD US/PDD US/2618 HK/Douyin
Domestic tourism strong but outbound tourism weak during 5.1 holiday; Tencent's new mobile game to undergo public testing next week; MOFCOM...
191 Views
Swiggy Pre-IPO Early Look - Innovation Leader, Profitability Laggard
Swiggy aims to raise US$1.25bn in its upcoming India IPO. The company has filed confidentially for its IPO, which is likely to be launched towards...
281 Views
Alibaba (BABA US): Margin Pressure Overstated
We believe consensus overstates margin pressure for Alibaba March quarter results, which will usher in an mild earnings recovery cycle that lead us...
586 Views
Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
347 Views
Alibaba (BABA US) 4Q24 Preview: Many Moves Under One-Digit Growth, 46% Upside
We believe Alibaba has been actively raising its revenue growth, but this the effect cannot be seen in the short run. We conclude the stock has an...
330 Views