Merger Arb Mondays (09 June) - Mayne, Tam Jai, OneConnect, Toyota Industries, Makino, Fuji Corp
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
1k Views
[Blue Lotus Daily-TMT Update]:700 HK/1024 HK/JD US/TCOM US/3690 HK/NTES US/AI Sector Update
​Tencent's set to release on November 25, Kuaishou partners with LOVART for AI, JD.com considers launching OTA services.
581 Views
Pinduoduo (PDD): Plunged After Weak Results, But Overly Impacted
The stock price plunged by 16% after the 1Q25 results. The two major competitors benefited from the state subsidies. However, PDD balances well...
684 Views
[Blue Lotus Daily-TMT Update]:TCOM US/JD US/700 HK/NTES US/PDD US/BABA US/ 3690 HK/Entertainment
​TCOM US disappointed with Dragon Boat Festival travel volume, JD US sees surge in food delivery orders, Tencent Yuanbao App integrates with...
372 Views
HS TECH Index Earning Revision (May): Xiaomi, Ntes, Meituan, Jd, Smic, Horizonrobot
We analyzed HS TECH's consensus for May 2025 and highlighted changes of EPS in Xiaomi, Ntes - S, Meituan, Jd - Sw, Smic, Horizonrobot, Hua Hong Semi.
599 Views