bullish

[Blue Lotus Daily - TMT Update]:PDD US/3690 HK/Douyin/1797 HK/2618 HK/NTES US/TCOM US/ATAT US

177 Views17 Apr 2024 18:14
​Merchants in Temu report forced price reductions, Meituan restructures delivery business for efficiency, JD Logistics partners with EastBuy for "delivery in hours" service, competing with Meituan.
What is covered in the Full Insight:
  • PDD US: Merchants report forced price reductions
  • Meituan: Restructuring of the delivery business
  • Douyin/1797 HK/2618 HK/3690 HK: Partnership between JD Logistics and EastBuy
  • NTES US: Live-streaming session for in-game sales
  • TCOM US/ATAT US: Fall in Tourism CPI
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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