Why Startups in China Are Going Global with Jing Yang
The Analyze Asia podcast discusses the importance of choosing between China and global markets for software products like TikTok, as ByteDance's...
415 Views
Sea Ltd (SE US): Inside the Rally – What Drove the 20% Post Earnings Surge?
Sustained strong growth momentum for key metrics and profitability across business segments seems to have taken the street by surprise. Expect...
340 Views
Geek+ IPO Valuation Update: Growth Cratered, High U.S. Revenue Exposure
Geek+ plans to go public in Hong Kong soon. In my insight, I discuss IPO valuation, update my financial model and dive deeper into the comps groups
609 Views
PDD's Q125 Profit Decline Occurred Before US Squeeze | April-May US Sales Far Weaker for Temu, SHEIN
Pinduoduo's shock decline in profitability in Q125 came before US tariff and de minimis changes. Recent April-May data out of the US suggests...
500 Views
China’s E-Commerce Giants Adjust Prices as U.S. Tariffs on Low-Value Parcels Bite
The sweeping U. S. tariff policy targeting low-value parcels from China has upended cross-border e-commerce operations, forcing platforms such as...
250 Views