Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates
Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
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JD.com (JD US): Trusted Online Retailer Trading at a 9x P/E with a Coming Margin Inflection
China-focused Twitter user “pandawatch” posted a tweet comparing the total shareholder return of Chinese tech companies.
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A Potential JV Between E Mart and Alibaba's Korean Operations Could Value the JV at About $4 Billion
On 26 December, Reuters mentioned that E Mart could announce a major JV announcement with Alibaba Group Holding's Korean operations that could...
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[Blue Lotus Daily-TMT Update]:TCOMUS/PDDUS/BABA/JD/002352CH/700HK/NTES/BILI/002624CH/3888HK/3690HK
​Overseas travel for national holidays on the rise, signaling potential end to consumption downgrading. PDD announces support plan for quality...
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