Beneunder (蕉下) Pre-IPO: Popular Sun-Protection Brand, But in Competition with Apparel Producers
Beneunder has large sales volume on Chinese e-commerce platforms. However, outdoor brands and apparel brands compete with Beneunder. Beneunder has...
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China Internet Weekly (5Aug2022): Tencent, NetEase, S.F., Baidu, IQ
NetEase will start its first game studio in Europe. Tencent invested in a Japanese game developer. In 1H22, S.F. Holding’s revenue grew...
314 Views
GEM Weekly (2 Sep 2022): China PMI, India GDP, South Korea CPI; Tencent, Hyundai, NetEase, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
239 Views
Leapmotor Pre-IPO - Thoughts on Valuation
Leapmotor (LM) aims to raise around US$1.5bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we talk...
379 Views
CX Daily: Why Chinese Companies Hesitate to Hedge Forex Risk
In Depth: Why Chinese companies hesitate to hedge forex risk. Local governments’ Covid-19 testing bills pile up, corporate earnings show
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