Ather Energy Pre-IPO - The Negatives - Outpaced by Rivals
Ather Energy is looking to raise about US$536m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
1.4k Views
Ather Energy Pre-IPO - The Positives - One of the E2W Pioneers
Ather Energy is looking to raise about US$536m in its upcoming India IPO. In this note, we will talk about the positive aspects of the deal.
667 Views
[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
281 Views
Monetization Upgrade Kickstarts Kuaishou's Microdrama Business
Kuaishou transitions from IAP to a subscription model for micro dramas to improve monetization efficiency and mitigate risks. We estimate it can...
763 Views
[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD
China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...
306 Views