Pinduoduo (PDD US): TEMU at Center Stage
​Strong growth and impressive performance suggest TEMU will be at center stage of PDD's investment thesis going forward. We see PDD hit US$240...
791 Views
[Blue Lotus Daily - TMT Update] PDD: PDD Begins Hiring Staff to Train LLM for Temu Customer Service
​Chinese e-commerce giant Pinduoduo is hiring researchers to develop a large language model (LLM) for AI customer service on its platform Temu.
369 Views
PDD (PDD US): 3Q23, Grew Dramatically Overseas, Still Upside After Reaching Our Last Target
In 3Q23, total revenue surged by 94% YoY, as Temu expanded in Europe. Operating profits increased by 60% YoY in 3Q23. The stock price reached our...
452 Views
Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...
601 Views
Monthly Chinese Express Tracker | Q3 Margins Battered By Price | More to Come in Q4 (November 2023)
Companies focused on China's domestic 'ground' express continued to experience price pressures in October. These pressures will continue in the...
562 Views