SE/BABA/PDD: Lazada's Fully Managed Model Will Impact Shopee, a Summary of Our Recent Channel Checks
We recently conducted interviews with some Lazada merchants to understand the upcoming large-scale launch of the fully managed model, also known as...
589 Views
ECM Weekly (4th June 2023) - JD Ind, Alibaba, Growatt, Olam Agri, Coal India, Adani, Patanjali
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
624 Views
China TMT Update June 2 - PDD/700.HK/LKNCY: Pinduoduo Starts "618 " Campaign, Investing 5 Bn RMB
PDD: Pinduoduo starts "618 Opening Red" campaign；Tencent: a large number of AI-controlled bots in "Honor of Kings"；LKNCY: COTTI Coffee opened...
549 Views
JD.com: Three Key Controversies
In this insight, we analyse JD.com’s slowing revenue growth, margin progression, net cash balance sheet, macro and industry environment, and...
647 Views
[Blue Lotus E-Commerce Sector Update]: Shein's 3P Market Impacts Temu, Amazon, and Shopify
Our recent interviews with Shein's 3P merchants suggest that Shein's newly launched 3P businesses, which include ODM and marketplace models, are...
605 Views