GEMWeekly (14 Jul 2023): China, South Korea Macro; Alibaba, Ant, JD.com, Baidu, Foxconn, TSMC, Wipro
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
368 Views
China TMT Update-Premier's Symposium;a Summary of Meituan Vs Douyin;feedbacks of Amazon Prime Day
Premier Li Qiang chaired a symposium with internet platform enterprises; A summary of recent Meituan local news; Chinese merchants' feedbacks of...
447 Views
Ant Buyback, a Painful Reality for Its Investors or Not, Depending When You Enter
Ant's buyback could mean a gain for Alibaba. Investor loss have mostly been accounted for. The buyback is just a nice gesture in view of Alibaba’s...
1.2k Views
China TMT Update-PDD/BABA/BEKE/LUCKIN- PDD Testing “RMB 9.9” Channel;BEKE Launching “Bei Hao Jia”
PDD/BABA: PDD testing large “RMB 9.9” channel entrance (+/-);BEKE: Beike establishing “Bei Hao Jia” (+);Luckin Coffee & Nayuki: Media survey...
324 Views
Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
377 Views