CX Daily: Meituan Hopes Middle East Expansion Will Deliver Growth
Meituan / In Depth: Meituan hopes Middle East expansion will deliver growth Among the delivery drivers that crisscross streets and...
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MIXUE Pre-IPO - Updated Thoughts on Valuation
Mixue Group (MIX HK) is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we talk about valuations.
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MIXUE Pre-IPO - Updated Peer Comparison - Bigger, Faster, Stronger
MIXUE Group Mixue Group is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we update our earlier peer comparison.
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[Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation
Western media praised Xi's handshake with Ma as historic, but missed the mark. Alibaba's moves could impact Pinduoduo and JD.com, highlighting its...
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Xtapli Placement - Questionable Timing. An AI Momentum Play, at Best
Xtapli is looking to raise around US$242m via a primary placement, after having raised US$145m in Jan 2025. In this note, we talk about the deal...
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