[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For
Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...
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[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
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Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
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Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
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Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
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