China Consumption Weekly (25 Dec 2023): Tencent, NetEase, NIO, Xpeng, Alibaba, Meituan, Douyin
China Passenger Car Association expects NEV will grow by 37% for 2023. NIO got US2.2 billion investment. Alibaba reduced shareholdings on Xpeng ...
923 Views
HK Short Interest Weekly: Techtronic Ind, Link Reit, Jd, HSBC, Wuxi Bio, East Buy
We analyzed the latest HK SFC report for aggregate short position as of Dec 15th and highlight short interest changes in Techtronic Ind, Link Reit,...
628 Views
HK Connect SOUTHBOUND Flows (To 22Dec23); CNOOC/Energy To The Buy Side; Tencent Heavily Sold, Again.
In HK Connect, SOUTHBOUND flows this week were slightly positive but the big story was a big sell of Tencent and buying of ETFs. On average, liquid...
731 Views
[Blue Lotus Daily - TMT Update]:NTES/700 HK/Temu/PDD/Shein/AMZN/3690 HK/BABA/JD
Tencent's <dream star> achieved excellent results upon its launch; Temu merchants developing own brands; Douyin rumored to acquire Eleme for $7bn.<...
644 Views
UBTech Robotics IPO - Quick Thoughts on Valuation - Too Hefty a Premium for Slowing Growth
UBTech Robotics (9880 HK) is looking to raise about US$168m in its upcoming HK IPO, after downsizing from an earlier reported float of up to US$700m.
649 Views