Zeekr Pre-IPO - Peer Comparison - Catching up with Little Spending
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we comapre Zeekr with its...
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[Blue Lotus Daily - TMT Update]: BABA/ VIPS/PDD/JD/Meituan, 3690.HK/Tencent, 700.HK/SE
Social retail consumption data improved in October for BABA, VIPS, PDD, 3690.HK, and JD. Tencent increased ownership stake in a Wuxia Genre Gaming...
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Alibaba (BABA US): Selling at This Valuation Is Last Thing You Want
Sell-off post results was over-reaction, as cloud IPO pullback and founder selling shares drove negative sentiments to extremely bearish end....
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[Alibaba (BABA US, SELL, TP US$72) Rating Change]: The Casualty of Era…Downgrade to SELL
Alibaba's Q3 revenue and profit were in line with expectations, but the company cancelled its spin-off plans and we have downgraded our rating to...
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Alibaba, JD.com Report Double 11 Sales Growth
China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just...
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