China Consumption Weekly (12 Aug 2024): Geely, Li Auto, JD.com, Alibaba, Tencent, DDL
The retail deliveries of NEV increased by 37% YoY in July. Freshippo will sell its OEM goods on Lazada. Tencent will formally start the game...
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[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US
Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...
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CX Daily: China Moves to Raise Retirement Age to Bolster Workforce, Ease Pension Pressure
Retirement / Cover Story: China moves to raise retirement age to bolster workforce, ease pension pressure After more than a decade as a recurring...
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[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing
Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.
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Ola Electric IPO - Thoughts on Valuation
Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...
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