China Consumption Weekly (10 Jun 2024): Tencent, PDD, Meituan, NIO, Tuniu, Smart Share
Tuniu’s revenue grew by 71% YoY in 1Q24. Smart Share Global’s revenue plunge by 52% YoY in 1Q24. PDD plans to price products on behalf of retailers.
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ECM Weekly (10th June 2024) - Webtoon, Shift Up, QuantumPharm, Guzman, Kakaopay, Telix, Yankuang
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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May 24 Indices Rebalance: SA & China Net Sells, NPN, PRX & Tencent Sold Down on Buybacks
Trade analytics covering the May rebalance, China a net sell for the second consecutive quarter. Tencent, Naspers and Prosus sold down at...
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Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?
China approves May batch of games at a higher rate than in 2023, but slower than March. We observed that there is no mobile game approval for...
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GAI-Related Numbers and Quotes from C1Q24 Earnings
Generative AI (GAI) is already contributing revenues in content creation (game) and ad load optimization (advertising). But the bigger pay off must...
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