China TMT Update(Apr.11/Pt1) - PDD/JD/Li - PDD Launches Electronic Product Consumption Promotion
PDD/JD: PDD launches electronic product consumption promotion (-/-) ;JD: JD to implement new AI model for customer service (+); LI: Li Auto to...
China TMT Update (Mar.27) - BABA/JD/ PDD/VIPS/LI/700HK/NTES/BILI/ - Tmall Outlines Upcoming Changes
BABA/JD/PDD/VIPS: Tmall outlines upcoming changes(-/-/-/-); LI: Li Auto CEO reveals six pure EVs in pipeline(+); 700HK/NTES/BILI/game industry in...
Leapmotor IPO Lock-Up - A Precursor to a Larger Release Later in the Year
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO, after pricing at the low-end. The stock was listed on 29th Sep 2022, its six-month...
[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
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