GoTo Gojek Tokopedia (GOTO IJ) - Fintech Leading The Charge
GoTo Gojek Tokopedia 3Q2024 results made for positive reading, with core proforma GTV increasing by 74% YoY, with net revenues growing +106% YoY,...
258 Views
Tencent (700 HK) 3Q24 Earning Preview: Expecting Record High Operating Profit, 27% Upside
We expect operating profit will reach a record high in 3Q24. We believe both Alibaba’s usage of WeChat Pay and boycotted JD.com will provide market...
238 Views
Eternal Beauty Pre-IPO - The Negatives - Core Offering Hasn’t Been Growing
Eternal Beauty Holdings (EB) is looking to raise about US$200m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive...
180 Views
[Blue Lotus Daily]:1211 HK/XPEV US/ATAT US/ZTO US/BABA US/Real Estate News Update/Consumer Sector
Shanghai offers car trade-in subsidies, China hotel industry lukewarm in 3Q24, but hotel bookings in Shanghai during CIIE surge by 80% year-on-year.
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[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT
JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...
140 Views