BYD (1211 HK): Largest Producer in Dramatically Expanding Market
China NEV market grew by 35% YoY in first ten months. BYD’s production is significantly larger than other NEV producers. We believe the stock has...
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Sunshine Insurance Group IPO Lock-Up - US$5.3bn Lockup Release Tomorrow, with No Liquidity
Sunshine Insurance Group (6963 HK) (SIG), a life, health and P&C insurance company, raised around US$850m in its HK IPO in Dec 2022. Its IPO linked...
384 Views
ZKH Group Pre-IPO - Refiling Updates - Hardly Looks Any More Attractive
ZKH Group (ZKH US) is looking to raise about US$150m in its upcoming US IPO, after downsizing from an earlier reported float of US$300m.
379 Views
US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday
The CFA Institute published an insightful analysis of US Consumers, The Paper mentions: slower income growth, rising inequality, and demographic...
630 Views
[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK
Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...
293 Views