Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing
There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...
195 Views
[Blue Lotus Daily - TMT Update]:BABA /9699HK/DADA/JD/PDD/ZTO/1519 HK/3690 HK/NTES/TCOM/ATAT
Taobao/Tmall offers one-hour delivery to merchants, NetEase unveils new game FragPunk for 2025 launch, travel consumption during Dragon Boat...
74 Views
[Blue Lotus Daily - TMT Update]:1024HK/BABA US/BIDU US/NTES US/700 HK
Kuaishou launches AI video tool "Kling", Alibaba releases GPT-4 level AI model Qwen2, NetEase to conduct public server stress test for .
184 Views
Mao Geping Cosmetics Pre-IPO - Riding on the Founder’s Reputation
Mao Geping Cosmetics is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we talk about the company's past performance.
305 Views
Atour Lifestyle Holdings Placement - Well Flagged Deal, past Selldowns Have Done Well
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US), is looking to raise around US$168m through a...
288 Views