[Blue Lotus Daily - TMT Update]:NTES/BABA/PDD/3690 HK/JD/VIPS/1219 HK/SHEIN/AMZN/SE/MELI
NetEase announces spin-off game; Temu negotiates with J&T for overseas last-mile services; Temu launches in South Africa.
388 Views
Global Emerging Markets: Reporting Season Summary, 4Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
259 Views
Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
592 Views
Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
365 Views
Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight
A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...
360 Views