Stimulus Policies Are Now the Biggest Determinant of Internet Ads Performances
C3Q24 earnings show ad performances are highly correlated with stimulus spending. We expect continuing stimulus to sustain the benefit and...
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[Blue Lotus Daily-TMT Update]:TCOM US/BABA US/JD US/PDD US/700 HK
United Airlines to add more China-U.S. flights, but weekly cap remains a constraint. 1688 launches private-label brand similar to SHEIN. Alibaba...
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Vishal Mega Mart Pre-IPO - The Positives - One-Stop Shop
Vishal Mega Mart is planning to raise around US$950m through its upcoming IPO in India. In this note, we talk about the positive aspects of the deal.
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Mao Geping Cosmetics IPO - Low to Mid-End Looks Reasonable
Mao Geping Cosmetics is looking to raise up to US$270m in its upcoming Hong Kong IPO. In this note, we take a quick look at valuations.
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HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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