Alibaba Potential IPOs - Part 2 - An Early Look at Cainiao, US$10bn+
Alibaba has confirmed that Cainiao will the first mini-Baba to list on its own. Baba in its filing stated that it obtained HKEX approval for the...
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Kanzhun (2076 HK): A Monitor of Job Market in China
Users exceeded servers’ capacity for the third time this year. However, the positive signal is that recruiters began to grow.
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China TMT Update-700.HK/NTES.US.2400.HK.ZTO/2352/BABA/PDD/U-Game Code/Parcel Volume Remains Strong
NPPA has released the game code approvals for September, but Tencent and NetEase is not on the list. Parcel volume remains strong; U: Unity Adjusts...
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ECM Weekly (24th Sep 2023) - Cainiao, J&T, Midea, Kokusai, Seoul Guarantee, Barito, Integral, DPC
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Smartkarma Originals
China Online Marketplaces: Recap of 2Q Results
The sector shows improved profitability and cashflow due to reduced marketing expenses and headcount. Yet cautious sentiment persists amidst...
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