[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK
Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...
286 Views
[Blue Lotus Daily - TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK
Express delivery parcel volume grew by 48% YoY, AliExpress plans to introduce live streaming service abroad, and Tencent's "Fight of the Golden...
393 Views
SK Square: Two Remaining Credible Options for 11 Street
We discuss the two remaining options for 11 Street post the cancellation of its sale to Qoo10 Pte. The possibility of a forced sale of 11 Street by...
517 Views
[Blue Lotus Daily]: LI/XPEV/NIO/TSLA/ATAT/HTHT/ZLAB/ACMR/CPNG/BABA/PDD/BEKE
Coupang prioritizes growth over profitability, Tesla increases prices for Model 3 and Model Y, ZLAB's Q3 revenue falls short of estimates.
378 Views
[Blue Lotus Daily]: CPNG/BABA/PDD:Coupang Sacrifices Profitability for Growth in 3Q23 (-/+/+)
Coupang prioritizes growth over profitability in 3Q23, with revenue exceeding expectations driven by strong performance in Korea.
391 Views