China Consumption Weekly (5 Feb 2024): BYD, Li Auto, Alibaba, Sun Art
BYD estimated its net profit rose by 74% to 86% in 2023. Li auto's deliveries increased by 106% YoY in January 2024. It is rumored that Alibaba...
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HK Short Interest Weekly: Baba, Jd, Kuaishou, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Jan 26th and highlight short interest changes in Baba, Jd, Kuaishou, Link...
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Amer Sports IPO Trading - Downsized and Cornered, Close to Optimistic Fair Value
Amer Sports (AS US) raised around US$1.3bn in its US IPO, after pricing its IPO below its initial range, as per media reports.
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[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU
Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...
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Mixue Pre-IPO: Reliable Price Advantage – An On-The-Ground Viewpoint
We believe Mixue’s low prices are fit for the current weak economy. A “freshly made” price lower than Mixue’s will compete with bottled drinks. We...
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