[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD
Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.
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The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
432 Views
Muthoot Microfin IPO - RHP Updates, Quick Peer Comparison and Thoughts on Valuation
Muthoot Microfin (1363943D IN) is looking to raise up to US$116m in its Indian IPO, after downsizing from an earlier reported float of US$163m.
579 Views
China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.com
East Buy plunged after a conflict broke out between the top broadcaster and the management team. NIO will launch a second brand for low price...
750 Views
REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
488 Views