[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...
523 Views
Atour Lifestyle Holdings Placement - Coming Back for Round Two This Year
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US) , is looking to raise around US$124m through a...
499 Views
REPT BATTERO Energy Pre-IPO - PHIP Updates - Leaning on ESS
REPT BATTERO Energy (REPT HK) is now looking to raise around US$300m in its upcoming Hong Kong IPO, down from the US$1bn it was aiming for earlier.
603 Views
China Consumption Weekly (4 Dec 2023): PDD, Alibaba, AliHealth, Great Wall Motor, ByteDance
PDD’s market cap has exceeded Alibaba’s. Great Wall Motor plans to enter eight countries in Europe. ByteDance plans to close its game subsidy.
437 Views
[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...
528 Views