Honasa Consumer IPO - RHP Updates - Sales Strong, Slight Margin Improvement
Honasa Consumer (HC) is looking to raise about US$200m in its upcoming India IPO. In this note, we talk about updates from its recent filings.
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E-Commerce Giants Rush to Roll Out ‘Full-Service’ Business Model
E-commerce platforms worldwide, including Chinese-owned fast-fashion rivals Shein and Temu, are embracing a novel business model that offers...
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[Blue Lotus Japanese E-Commerce Sector Update]: Facing the Competition from Chinese ECommerce STAT
We anticipate that the major swing factor of global e-commerce platform is the global expansion of Chinese e-commerce companies, including Shein,...
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Monthly Express Tracker | ASPs Down Again | Volume Growth Moderates | J&T Express IPO | (June 2023)
In May, pricing weakened and volume growth moderated; we expect these two trends to hurt Q2 results. We also believe the planned J&T Global Express...
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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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