[Blue Lotus Daily - TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK
Express delivery parcel volume grew by 48% YoY, AliExpress plans to introduce live streaming service abroad, and Tencent's "Fight of the Golden...
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SK Square: Two Remaining Credible Options for 11 Street
We discuss the two remaining options for 11 Street post the cancellation of its sale to Qoo10 Pte. The possibility of a forced sale of 11 Street by...
518 Views
[Blue Lotus Daily]: LI/XPEV/NIO/TSLA/ATAT/HTHT/ZLAB/ACMR/CPNG/BABA/PDD/BEKE
Coupang prioritizes growth over profitability, Tesla increases prices for Model 3 and Model Y, ZLAB's Q3 revenue falls short of estimates.
378 Views
[Blue Lotus Daily]: CPNG/BABA/PDD:Coupang Sacrifices Profitability for Growth in 3Q23 (-/+/+)
Coupang prioritizes growth over profitability in 3Q23, with revenue exceeding expectations driven by strong performance in Korea.
391 Views
China TMT Update-Oct.14-3690.HK/BABA/JD/DADA/DDL/9699.HK/Kanzhun/700.HK/CPNG:Douyin 1-Hr Delivery
Douyin adds a more prominent entrance for its 1-hr delivery supermarket feature; No signal for rebound in job market in China yet; QQ Browser...
856 Views