[Blue Lotus Daily-TMT Update]:PDD US/BABA US/SE US/JD US/
​PDD to launch updated ad-tool, BABA to introduce private-brand food products in Australia, Temu app remains popular in LATAM.
365 Views
[Blue Lotus Daily-TMT Update]:700 HK/NTES US/1024 HK/3690 HK/PDD US/JD US/BABA US/1810 HK/SE US
​Tencent announces new game launches and playtime restrictions for minors during holidays in collaboration with NetEase.
370 Views
[Blue Lotus Daily-TMT Update]:PDD US/SHEIN/SE US/BABA US/JD US/700 HK/NTES US
​PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.
301 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, GoTo, Grab, and Comfort Delgro
The past week saw insights on Sea Ltd (SE US), GoTo Gojek Tokopedia (GOTO IJ), Grab Holdings (GRAB US), and Comfortdelgro Corp (CD SP).
444 Views
Zomato Placement - Momentum Is Very Strong, past Ant Related Deals Have Been Mixed
AntFin is looking to raise around US$400m by selling around 2% of Zomato (ZOMATO IN). Past selldown's by AntFin have produced mixed results.
429 Views