Monthly Chinese Express Tracker | March ASPs Fell, Again | Volumes Moderated, Including X-Border
Domestic parcel volume slowed in March, and unit pricing remains under pressure. In addition, it appears the previously strong growth of Chinese X...
339 Views
[Blue Lotus Daily - TMT Update]:PDD US /BABA US /JD US /3690 HK/VIPS/NTES US/BIDU US/SHEIN/AMZN US
NBS releases social retail data for March 2024; NetEase's Naraka Mobile receives positive feedback and 25 million pre-registrations; Eleme's semi...
411 Views
Zhubajie Pre-IPO - Profitability Looks like a Long Shot
Zhubajie Co Ltd (ZHUHKZ HK) is looking to raise at least US$100m in its upcoming Hong Kong IPO. In this note, we talk about the firm’s historical...
425 Views
Cloudchain Pre-IPO - The Negatives - But Still Not Convinced
Cloudchain (CC CH) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we will talk about the not-so-positive aspects of the deal.
259 Views
[Blue Lotus Daily - TMT Update]:PDD US/3690 HK/Douyin/1797 HK/2618 HK/NTES US/TCOM US/ATAT US
Merchants in Temu report forced price reductions, Meituan restructures delivery business for efficiency, JD Logistics partners with EastBuy for...
177 Views