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...
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Hong Kong Buybacks Weekly (May 31st): Tencent, Aia, Hang Seng Bank
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...
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[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...
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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.
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QuantumPharm (Xtalpi) Pre-IPO - PHIP Updates - Strong Growth, Although Losses Continue to Pile Up
QuantumPharm (QUP HK) (Xtalpi) is looking to raise US$200m in its upcoming Hong Kong IPO. In this note, we discuss QuantumPharm's PHIP updates.
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