Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
205 Views
[Blue Lotus Daily-TMT Update]:JD/PDD/BABA/BILI/BIDU/700HK/3888HK/1024HK/NTES /3690HK/TCOM/SE/CPNG/BZ
JD launches new low-priced initiative to target lower-tier market, Bilibili and Xiaohongshu experience cloud crash, Tencent announces upgraded LLM...
170 Views
GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
328 Views
[Blue Lotus Daily - TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
Naraka Mobile set to launch on July 25, leading Brazil retailer partners with AliExpress, Douyin increases software service fees for life services.
198 Views
Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
489 Views