CX Daily: Low-Carbon Transition Has China’s Shipbuilders Seeing Green
Shipbuilding /In Depth: Low-carbon transition has China’s shipbuilders seeing green Luxury /: China’s appetite for luxury is back Corruption /:...
488 Views
China TMT Update-Luckin/CATL/LI/700.HK:HoK Crisis;Coffee Price War Continue; Shenxing Battery
Luckin Coffee: Price war continue and competition in low tier cities expansion intensified;CATL/ LI: CATL unveils Shenxing Battery ( + / +);700.HK:...
571 Views
China TMT Update-1810. HK/NIO/LKNCY- NIO Phone's Core Specs/Luckin Sold 7.39mn Cups/Apple’s Earnings
1810. HK: Takeaways for Xiaomi from Apple’s F3Q23 earnings;NIO: local benchmarking platform revealed NIO phone's core specs;Luckin Coffee sold...
473 Views
China TMT Update-Luckin /CPNG/BABA/3690.HK/Douyin-Store Transfer/Korea Cross-Border Ecommerce
Luckin Coffee “store transfer” program achieved preliminary result;CPNG/BABA: Statistics Korea published 2Q23 cross-border ecommerce data (-...
446 Views
[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names
We view the rallies in Chinese Internet and Consumer names to be sustainable in C3Q23 as regulatory environment to be both favourable and macro...
423 Views