[Blue Lotus Daily]:BZ US/LI US/NIO US/XPEV US/1810 HK/1211 HK
Unemployment rate for 16-24 age group in US drops due to manufacturing sector; EV sales post-holiday weak, Xiaomi to launch new products on July...
267 Views
Timee Pre-IPO - Thoughts on Valuation - Primed for a Decent Upside at the Current Range
Timee Inc (215A JP) is looking to raise US$290m in its Japan IPO. The IPO will be a 100% secondary selldown by existing shareholders. In this note,...
695 Views
[Blue Lotus Daily-TMT Update]:JD/PDD/BABA/BILI/BIDU/700HK/3888HK/1024HK/NTES /3690HK/TCOM/SE/CPNG/BZ
JD launches new low-priced initiative to target lower-tier market, Bilibili and Xiaohongshu experience cloud crash, Tencent announces upgraded LLM...
252 Views
Timee Pre-IPO - Peer Comparison - Stronger Growth Has Allowed It to Close the Margin Gap
Timee Inc (215A JP) is looking to raise US$290m from its Japan IPO. In an earlier note, we looked at the firm’s past performance. In this note, we...
594 Views
[Blue Lotus Daily]:BZ US/ACMR US/LRCX US/8035 JP/7735 JP/LI US/XPEV US/NIO US/1810 HK
US youth unemployment rate is decreasing, Congressmen propose bill to block purchase of China-made semiconductor equipment by US subsidy...
309 Views