[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/
NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume...
191 Views
[Blue Lotus Daily-TMT Update]:PDD US/META/700 HK/NTES/BIDU/3690 HK/JD/DADA/DDL/002024 CH/SHEIN/BABA
Temu remains popular in the US, PDD introduces new ad-tool, Tencent's game to end service on September 9th.JD launches Dutch-style auction.
183 Views
Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
258 Views
[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS
Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...
164 Views
[Blue Lotus Daily-TMT Update]:BABA US/JD US/3690 HK/TCOM US/NTES US/700 HK/
Alibaba enhances delivery service and AI capabilities, while domestic flight ticket prices see a slight decrease during summer vacation period.
179 Views