Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail
Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...
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[Blue Lotus Daily - TMT Update]:JD/BABA/PDD/700 HK/LKNCY
JD increases salaries for customer service staff; Tencent developing mobile game adaptation of "Elden Ring"; Tencent's collaborates with Luckin...
402 Views
Smartkarma Originals
China Online Marketplaces: 4Q23 Preview
The sector's brutal de-rating since last 4Q already priced in a dire outlook. While we expect lackluster 4Q results season in general, we believe...
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[Blue Lotus Daily - TMT Update]:BABA/CPNG/PDD/700 HK/NTES/3690 HK
AliExpress is waiving commission fees for Korean brand sellers; NPPA has released the latest approvals for imported games; and Meituan...
190 Views
ECM Weekly (4th Feb 2024) - Ola Electric, Mixue, Citicore, Amer, Thai Credit, Indus Tower, MTAL
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
454 Views