bullish

[Blue Lotus Daily - TMT Update]:PDD/BABA /JD/3690HK/VIPS/700HK/CPNG/TEMU/13948 KR/TCOM/ATAT/BILI

101 Views18 Jun 2024 16:36
​NBS releases social retail consumption data for May 2024, Need for Speed Mobile to launch on July 11 with 26 mn pre-registrations, Coupang told to stop favoring own products in algorithm.
What is covered in the Full Insight:
  • PDD, BABA, JD and other Online Retail Companies: Retail Sales Increase
  • Tencent: <Need for Speed Mobile> Launch
  • Coupang, BABA, PDD: Anti-Trust Issue with Coupang
  • Trip.com, Atour Lifestyle: Weak Demand and Competition in China
  • Bilibili: <Three Kingdom: MDTX> Launch
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Full Insight
(Paid Plans Only, 8-minute read)
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily - TMT Update]:PDD/BABA /JD/3690HK/VIPS/700HK/CPNG/TEMU/13948 KR/TCOM/ATAT/BILI
    18 Jun 2024
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