JD Property Pre-IPO Peer Comparison - Small Amongst Giants, and Sentiment Isn't the Greatest
JD Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note we will undertake a peer comparison.
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China TMT UpdateXPEV/TESLA/Nayuki/PDD/4385.JP/ 4689.JP/4755.JP: Pre-Sales of G6, Temu Comes to Japan
XPEV: XPeng begins pre-sales of G6 ， Nayuki: Chabaidao finished a round of private equity financing at RMB18bn valuation，PDD/4385.JP/4689.JP/...
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ECM Weekly (11th June 2023) - Alibaba, Tencent, PDD, Redox, Amman, Kotak, Infratil, Skymark
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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AMZN/PDD/Shein/FUTU/TikTok: TikTok Launching “Mall” and “fully Managed” Model in the USA and UK
AMZN/PDD/ Shein: Amazon temporarily display the same discount and coupons；FUTU: HK stock turnover remains lukewarm；PDD/Shein: TikTok launching...
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PDD/Shein/Tiktok: Temu Continues to Experience Rapid Growth, a Summary of Our Recent Channel Checks
We recently interviewed some Temu merchants, and the main conclusion is that Temu continues to experience rapid growth despite the chaos.
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