China Consumption Weekly (25 Dec 2023): Tencent, NetEase, NIO, Xpeng, Alibaba, Meituan, Douyin
China Passenger Car Association expects NEV will grow by 37% for 2023. NIO got US2.2 billion investment. Alibaba reduced shareholdings on Xpeng ...
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[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
​Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
679 Views
[Blue Lotus Daily]: TCOM/HTHT/ATAT/MNSO/9995 HK/XPEV
​China's tourism OTA platform sees low user activity and weak year-end travel demand. Korea's Daiso acquires Japanese shareholder. Harbour BioMed...
349 Views
Trip.com (TCOM US, 9961 HK): Revenue 30% Above Pre-COVID Level
Travelers increased by 75% YoY and traveling spending increased by 144% YoY in China in 9M2023. TCOM’s total revenue rose by 31% in 3Q23 over 3Q19...
613 Views
REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation Discount
REPT BATTERO Energy is looking to raise around US$300m in its Hong Kong IPO. We have looked at the past performance in our earlier notes, in this...
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