[Blue Lotus Daily - TMT Update]:PDD US /BABA US /JD US /3690 HK/VIPS/NTES US/BIDU US/SHEIN/AMZN US
NBS releases social retail data for March 2024; NetEase's Naraka Mobile receives positive feedback and 25 million pre-registrations; Eleme's semi...
411 Views
Zhubajie Pre-IPO - Profitability Looks like a Long Shot
Zhubajie Co Ltd (ZHUHKZ HK) is looking to raise at least US$100m in its upcoming Hong Kong IPO. In this note, we talk about the firm’s historical...
425 Views
Cloudchain Pre-IPO - The Negatives - But Still Not Convinced
Cloudchain (CC CH) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we will talk about the not-so-positive aspects of the deal.
259 Views
Cloudchain Pre-IPO - The Positives - Turned Profitable Recently
Cloudchain (CC CH) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
231 Views
Cancelling CaiNiao's IPO: What It Means for China's Express Sector (+Comment on Implied Valuation)
In this insight we discuss the potential impact of Alibaba's decision not to list CaiNiao's shares, and offer a brief comment on the implied...
330 Views