[Blue Lotus Daily - TMT Update]:NTES/BABA/PDD/3690 HK/JD/VIPS/1219 HK/SHEIN/AMZN/SE/MELI
NetEase announces spin-off game; Temu negotiates with J&T for overseas last-mile services; Temu launches in South Africa.
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Two New Chinese Stocks
Recently Dada Nexus (DADA) , a Chinese last mile delivery service and on demand retail platform reported that about 500mn RMB ($70mn US) of revenue...
337 Views
MIXUE Group Pre-IPO - The Negatives - Declining GMV Share
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
395 Views
MIXUE Group Pre-IPO - The Positives - Leading by a Mile
Mixue Group is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
392 Views
Aequitas 2024 Asia IPO Pipeline - US ADRs
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with US ADRs, after having looked at HK, India, Japan and Korea...
379 Views