[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
307 Views
Guming Holdings (Goodme) Pre-IPO - Peer Comparison & Thoughts on Valuation
Guming Holdings (GUM HK) (Guming) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we undertake a peer comparison and...
882 Views
Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
306 Views
Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
955 Views
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
457 Views