Dada Nexus (DADA US): JD.com’s Light Non-Binding Offer at US$2 Per ADS
The offer is light but the vote is low-risk (two-thirds voting threshold), as JD.com represents 63.2% of the voting power. The key risk is the...
1.4k Views
China Consumption Weekly (27 Jan 2025): Alibaba, JD.com, Kuaishou, NIO, Honor, Apple
Consumers accused that Alibaba and JD.com took national consumption subsidies. Kuaishou’s new year sales GMV increased by 71%. Hornor Smartphone...
675 Views
[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex
​Chinese consumers are excited about new smartphone trade-in subsidy, Tencent and NetEase secure game title approvals, and strong domestic travel...
285 Views
ECM Weekly (27th Jan 2025) - CATL, HDB Financial, Dr Agarwal's, Eco-Shop, Vikran, Sanil, Timee
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
691 Views
[Blue Lotus Non-US Internet Weekly, 3/52]: RedNote's Popularity Can Lift Other Boats Outside China
Consumption is still fragile with likely headwinds in January. More service subsidies are needed. RedNote's popularity signals more to come. US...
282 Views