[Blue Lotus Daily-TMT Update]:BABA US/PDD US/JD US/3690 HK/700 HK/BILI US
​Chinese e-commerce giants are implementing new strategies to combat low-price competition and focus on beauty products, with Freshippo launching...
279 Views
SHEIN IPO in Hong Kong: Has OP Margin Bottomed? If It Has, SHEIN Is Approaching Value
If a potential drop in fuel prices in FY27 lifts core margins up to around 4% next year, it appears SHEIN could be trading below 14x forward PER.
123 Views
[Blue Lotus Daily-TMT Update]:BILIUS/TCOMUS/SEUS/PDDUS/4689JP/4385JP/BABAUS/3690HK/JDUS/700HK/NTESUS
​Bilibili's <three mdtx kingdoms:=""> sees ranking rebound, Beijing tourist arrivals up 16.7% YoY in July, Amap launches airport shuttle in Hong...
298 Views
GEMWeekly (2 Aug 2024): Alibaba Fee Change; China, South Korea Macro; Tencent, ByteDance
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
343 Views
[Blue Lotus Daily-TMT Update]:BZ US/3690HK/PDD US/BABA US/SE US/JD US/700HK/NTES US/BIDU/MSFT/TCOM
​Enterprises in the US show slight recovery in recruitment confidence, Meituan and Restaurant Brands collaborate to establish take-out satellite...
280 Views