bullish

[Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US

133 Views29 Aug 2024 18:11
​PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.
What is covered in the Full Insight:
  • PDD US Valuation Analysis
  • SHEIN's New Semi-Consignment Model
  • Taobao's Grass-Planting Plan
  • Tokopedia's Increased Marketplace Commission
  • Upcoming Game Launches by Tencent and NetEase
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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)
  • [Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
    29 Aug 2024
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