GEM Weekly (24 Feb 2023): South Korean Rates; Pinduoduo, JD.com, NIO, TSMC
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Baidu: Undervalued Cyclical Revenue Growth Acceleration and Margin Expansion Story
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
636 Views
China TMT Update (Feb.23) - JD, SE, Tiktok, PDD, Temu - Shein's Financials and Potential Listing
Shein's Financials and Potential Listing; JD launched JD Grocery channel in JDDJ platform; TikTok launched TikTok Shop Mall in Southeast Asia
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China TMT Update(Feb.20): JD.US, 241HK, 6618HK, 1024HK - JD Is Reported to Launch “RMB10bn Subsidy”
JD is reported to launch “RMB10bn subsidy” channel in March; Shanxi stops allowing first medical consultation to be online; Kwai recruitment...
410 Views
TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
614 Views