GAI-Related Numbers and Quotes from C1Q24 Earnings
Generative AI (GAI) is already contributing revenues in content creation (game) and ad load optimization (advertising). But the bigger pay off must...
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Shulan Health Management Pre-IPO - Still Ramping up but Only a Small Player
Shulan Health Management (1807987D CH) is looking to raise around US$150m in its Hong Kong IPO. In this note, we talk about the firm’s historical...
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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...
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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...
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