Mainland Connect NORTHBOUND Flows (To 2 Feb 2024): Decent Net Buying, But Reversionary Net Flows
NORTHBOUND Connect saw net buying for the second week in a row. +9.9bn RMB vs last week's +12.1bn RMB. Big news in a Very Down Week ahead of...
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[Blue Lotus Daily]:BIDU/1810 HK/BZ/300750 SZ/1211 HK/LI/XPEV/NIO/TCOM/ATAT/3690 HK
​Samsung plans to integrate Baidu's language model into Galaxy S24; EV deliveries show recovery; and travel trips exceed expectations during the...
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CATL Hitches Up With Didi, Broadening Move in Battery Swapping
Battery giant Contemporary Amperex Technology Co. Ltd. (CATL) (300750.SZ -0.92%) has set up a battery swapping joint venture (JV) with...
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The Week That Was in ASEAN@Smartkarma - Astra Intl, Indonesian Banks, and Thai Credit Bank IPO.
The past week saw insights on Astra International (ASII IJ), Mandala Multifinance (MFIN IJ), Johor Plantations Group IPO, Frasers Centrepoint Trust...
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Mixue Pre-IPO: Reliable Price Advantage – An On-The-Ground Viewpoint
We believe Mixue’s low prices are fit for the current weak economy. A “freshly made” price lower than Mixue’s will compete with bottled drinks. We...
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