Hong Kong Connect Flows (October): $12 Bn Inflows
We analyzed the Hong Kong Connect Scheme for October and highlighted flows for Alibaba, Xiaomi, SMIC, Geely, CCB, and Meituan.
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[Blue Lotus Daily-TMT Update]:BABA US/SE US/700 HK/BIDU US
Lazada and Alibaba introduce AI features for user experience, while Tencent denies rumors of layoffs in gaming division.
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Swiggy IPO - Not as Cheap as It Looks
Swiggy is looking to raise around US$1.35bn in its India IPO. We have looked at its past performance earlier. In this note, we talk about valuations.
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Swiggy Pre-IPO - Peer Comparison - Smaller, Slower and Less Profitable
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we undertake a peer comparison.
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[Blue Lotus Daily-TMT Update]:700 HK/1024 HK/BABA US/PDD US/JD US
NPAA releases October game code license approval results, Tencent resolves anti-cheat case for , maintains high daily active users.
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