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...
318 Views
Sichuan Baicha Baidao IPO - Doesn’t Offer a Discount to Peers
Sichuan Baicha Baidao Industrial is looking to raise up to US$330m in its HK IPO. In this note, we talk about valuations.
365 Views
China Consumption Weekly (15Apr2024): NetEase, Activision Blizzard, Li Auto, Alibaba, Feihe, Uniqlo
NetEase will be Activision Blizzard’s agency again. Alibaba’s cloud service plans to reduce its overseas prices. Infant formula companies suffered...
295 Views
Postage Fraud Case Update: Guilty Plea, Asset Forfeiture, & Restitution Set at a Whopping US$158 Mn!
A defendant in a China-US postage fraud case pled guilty, accepted US$150+ mn in asset forfeitures & restitution, and will help authorities expand...
466 Views
[Blue Lotus Daily - TMT Update]:3888 HK/BIDU/BABA/700HK/002624 CH/BILI/1519HK/SE/JD/NTES /ATVI/MSFT
Kingsoft WPS upgrades AI version with "Ernie Bot" and "Qwen", NPPA releases new import game code approvals, J&T reports 55% yoy parcel volume...
423 Views