[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes
​China's economic data remains mixed, with PBOC closely following US policy. Stimulus may become irrelevant as China's EV sector sees strong growth...
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China Retail Weekly (24 Feb 2025): BILI, SAIC, NIO, Mengniu, JD, IQiyi
In 4Q24, Bilibili’s total revenue increased by 22% YoY. SAIC removed 63 managers in the passenger car department. Mengtniu raised a profit warning.
326 Views
[Blue Lotus China New Consumer Weekly, 8/52] Existing Home Recovers First Post CNY
​Chinese prefer buying existing homes over new ones, XPeng, Xiaomi, Zeekr, and BYD lead in EV delivery post CNY, CATL's JV with Didi poses a threat...
390 Views
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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