[Blue Lotus Daily - TMT Update]:NTES/700 HK/BABA/SHEIN/PDD/3690 HK/BIDU
​NPPA approves new domestic game codes; NetEase establishes overseas studio; Alibaba Cloud offers discounts on hardware products.
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.3k Views
Tuhu Car Lock-Up Expiry - Would Need Some Selling to Improve Liquidity when US$1.5bn Comes Unlocked
Tuhu Car (9690 HK) was listed in Hong Kong on 26th Sept 2023 after raising US$151m. The IPO had been a 100% primary offering.
554 Views
Hong Kong Connect Flows (February): CNOOC, China Telecom, China Mobile, Li Auto, Meituan
​Analysis of monthly Hong Kong Connect flows reveals top stocks attracting mainland investors, including CNOOC, China Telecom, China Mobile, Li...
667 Views
Zomato Placement - Momentum Is Very Strong, Somewhat Well Flagged
AntFin is looking to raise around US$350m by selling around 2% of Zomato (ZOMATO IN). In this note, we talk about the deal dynamics.
622 Views