China TMT Update-BYD/CATL/700HK/NTES-âHunyuanâ LLM Will Be Launched/"Eggy Party" Reached 100 Mn MAUs
German carmakers in EV positive to Chinese battery makers;700HK: âHunyuanâ LLM will be launched within this month(+);NetEase's "Eggy Party"...
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Hong Kong Connect Flows (August): $8.8bn Outflows
We analyzed the Hong Kong Connect Scheme for the month of August and highlight flows for Meituan, CCB, China Mobile, CNOOC, HKEX.
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ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
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ARM Holdings Pre-IPO - Thoughts on Valuations
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings' US IPO. In this note, we talk about valuations.
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China TMT Update-TSLA/XPEV/1211/IQ/Beke:Beijing and Shanghai Housing Loan Loosening;revamped Model 3
Tesla starts presales of revamped Model 3 in China ;iQiYiâs drama pipeline was affected by lead actress Zuâer(Lareina) Songâs tax evasion...
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