A Few Generative AI Takeaways From C1Q24 Earnings
C1Q24 generative AI has made explicit impact on listco earnings. We summarized the observed trends and found China has a great deal of potential to...
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[Blue Lotus Daily - TMT Update]:NTES US/4689 JP/4755 JP/4385 JP/BABA US /BIDU US/700 HK
NetEase's receives positive feedback during first round of testing, PayPay QR-code system crashes for three hours in Japan.China's generative AI...
334 Views
Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
387 Views
Was the Archegos implosion illegal?
The Archegos Capital Management scandal reveals how one man's actions can have a significant and unexpected impact on the financial markets,...
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Shouhui Tech Pre-IPO - Profitability Recovered but Hardly Stands Out as a Middleman
Shouhui Tech (SHOU HK) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we talk about the firm’s historical...
279 Views