Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to Close the Margin Gap
Timee Inc (215A JP) is looking to raise US$290m from its Japan IPO. In an earlier note, we looked at the firm’s past performance. In this note, we...
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[Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
US youth unemployment rate is decreasing, Congressmen propose bill to block purchase of China-made semiconductor equipment by US subsidy...
235 Views
China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
312 Views
Red Dragon Awakening
Focusing on Chinese names that have already been leading, and these are the ones most likely to continue to do so going forward. Very specific...
609 Views
[Blue Lotus Daily]:300274 SZ/601012 CH/1810 HK /XPEV US/LI US/300750 SZ/1211 HK/BZ US/Huawei
Tesla passed automotive data security requirements, Musk visit to China，FSD is about to enter China. A fire broke out in JinkoSolar’s factory. CATL...
162 Views