China TMT Update Oct.12-Pdd/Baba/4385jp/BABA/LI/NIO/XPEV-TikTok Shop US/Taobao Management Change
TikTok Shop US opened up; rumor says Taobao/Tmall looking to shuffle CEO; AITO’s sales performance during the National Day holiday see good...
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China TMT Update-Oct.10-Baba/LI/NIO/XPEV/Tencent/NetEase-Huawei Wenjie's New M7/New Taobao Rules
SME merchants benefited from new Taobao rules/The cumulative large deposit order volume of Wenjie’s new M7 has exceeded 50,000 units(-)/ August...
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CALB IPO Lock-Up - US$2.6bn Lockup Release but Mostly SOE Owned
CALB Group (3931 HK) raised around US$1.2bn in its Hong Kong IPO in Oct 2022. The lockup on its pre-IPO shareholders will expire tomorrow.
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Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
687 Views