China Consumption Weekly (27 Jan 2025): Alibaba, JD.com, Kuaishou, NIO, Honor, Apple
Consumers accused that Alibaba and JD.com took national consumption subsidies. Kuaishou’s new year sales GMV increased by 71%. Hornor Smartphone...
573 Views
[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For
Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...
371 Views
[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
270 Views
Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
688 Views
Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
253 Views