[Blue Lotus Daily - TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
Naraka Mobile set to launch on July 25, leading Brazil retailer partners with AliExpress, Douyin increases software service fees for life services.
198 Views
CrossASEAN Ground Zero - Shopee's Live Streaming Push, GoTo's Multi-Pronged Initiatives, and BliBli
This week we look at Shopee's ongoing efforts to turn up the dial on live streaming as TikTok restructures Tokopedia and we look at the product...
218 Views
CrossASEAN Ground Zero - Shopee Express in the CrossHairs, Grab & OpenAI, Cinema XXI, Thai Tariffs
This week we look at Shopee and Lazada as they are investigated for anti-competitive behaviour around logistics, Grab's OpenAI collaboration, and...
439 Views
[Blue Lotus Daily - TMT Update]:700 HK/BIDU US/SE US/BABA US/1519 HK
Tencent's mobile games see success with high gross billings, plans to release NBA 2K All-Star mobile game. Baidu Apollo faces complaints in Wuhan...
221 Views
Zomato Placement Lockup Expiry - US$800m Overhang
Antfin will come out of its placement linked lockup for its remaining stake in Zomato soon. In this note, we talk about the lockup dynamics.
340 Views