[Blue Lotus Multi-Platform Sector Update]: Key JD Categories Will Grow Again in 2024
JD reported strong revenue and profit, with subsidiary JDL performing well. Growth in GMV is expected to remain steady, but may pick up in 2024....
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Alibaba, JD.com Report Double 11 Sales Growth
China’s two biggest e-commerce companies reported higher sales from this year’s Double 11 shopping extravaganza, but kept tight-lipped about just...
523 Views
[Blue Lotus Daily] BABA/JD/PDD/1024.HK/ZTO/1519.HK/BIDU/Tencent 700.HK
Double 11 eCommerce update;Alibaba Cloud reportedly crashed for several hours during last weekend, third-party Alibaba Cloud Customers were also...
318 Views
Zeekr Pre-IPO - The Negatives - Remains Highly Dependent on Geely
ZEEKR, a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the not-so-positive...
549 Views
CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
734 Views