China Internet Weekly (20Feb2023): Tencent, Douyin, Yunda, Dingdong
The Chinese online game market shrank for the first time in 2022. Tencent WeChat plans to launch a food delivery platform. Douyin dismissed 15%...
379 Views
China TMT Update (Feb.17) - Meituan, PDD, Shein, Tencent, WB - Meituan Is Testing Short Video
Meituan is testing short video and live streaming function for food delivery (+); PDD: Shein is to launch its online marketplace in the US(-);
304 Views
Hong Kong Connect Flows (Feb 17th): Meituan, Xiaomi, Tencent
We analyzed the Hong Kong Connect Scheme for last week and highlight inflows for Meituan, Xiaomi and outflows from Tencent.
340 Views
ECM Weekly (19th Feb 2023) - Rakuten Bank, ZJLD, REPT, Link REIT, SoCar, Ryman, Indigo, ESR, Oasis
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
444 Views
ZJLD Group Pre-IPO - The Negatives - Small Fish in a Big Pond. Drunk on Inventory Buildup
ZJLD Group (ZJLD HK) is looking to raise up to US$400m in its upcoming Hong Kong IPO. In this note, we will talk about the not-so-positive aspects...
592 Views