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.
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[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...
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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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CATL A/H Listing - IPO Filing Updates
Contemporary Amperex Technology (CATL), one of the world’s largest battery solutions providers, aims to raise at least US$5bn in its H-share...
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