[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...
281 Views
Monetization Upgrade Kickstarts Kuaishou's Microdrama Business
​Kuaishou transitions from IAP to a subscription model for micro dramas to improve monetization efficiency and mitigate risks. We estimate it can...
763 Views
[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD
​China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...
306 Views
REPT BATTERO Energy IPO Lockup - US$1.2bn Lockup Release
REPT BATTERO Energy raised around US$270m in its Hong Kong IPO in Dec 2023. Its pre-IPO investors holding around US$1.2bn worth of shares will be...
385 Views
[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK
​Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.
325 Views