China TMT Update (May.9) - 1877.HK/Bidu/1801.HK - JUNSHI and Dr. Reddy Signed Agreement
1877HK：JUNSHI and Dr. Reddy signed low ball license out agreement (-)； BIDU : Baidu's Xiaodu will enter smart phone industry (+)；1801HK： Innovent...
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CX Daily: Why Time Banks Haven’t Caught On in China
In Depth: Why time banks haven’t caught on in China. Top Chinese digital banks report more bad loans but higher earnings. In Depth: China’s banks...
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CX Daily: China’s AI Charge
Special Report: China’s AI charge. Mainland roads opened to more cars from Hong Kong. Two more former top China soccer officials ensnared in...
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China TMT Update (Apr.27) - BABA/700.HK/BIDU/PDD/BGNE: AliCloud Will Significantly Cuts Prices
BGNE: Ociperlimab/Novartis trimmed 10% of its pipeline BABA/700.HK/BIDU: AliCloud will significantly cuts prices (-/-/-) PDD: Temu expands into...
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JD Property Pre-IPO - The Negatives - Unprofitable Without FV Gain. Gearing Could Limit Growth Plans
Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
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