[Blue Lotus Daily-TMT Update]:700 HK/NTES US/1024 HK/3690 HK/PDD US/JD US/BABA US/1810 HK/SE US
​Tencent announces new game launches and playtime restrictions for minors during holidays in collaboration with NetEase.
370 Views
[Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
​PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.
301 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
450 Views
Zomato Placement - Momentum Is Very Strong, past Ant Related Deals Have Been Mixed
AntFin is looking to raise around US$400m by selling around 2% of Zomato (ZOMATO IN). Past selldown's by AntFin have produced mixed results.
433 Views
Consumer Tales Aug Wk#3: Ola's Dream Ride, Shopee's SE Asia Lead, Jollibee's Joyful 2Q
Weekly round up include: Ola stock's upside - a base to bullish case valuation analysis. Shopee's 2024 GMV growth target raised. Jollibee's robust...
209 Views