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Bamboo Works provides news on Chinese companies listed in Hong Kong and the United States.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues233Founded2 years agoLast Issue6 days ago
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Latest Issues

A tale of two markets: DSC's disastrous Nasdaq debut, and Nike's distribution dilemma

Key Takeaways:

DSC’s disastrous Nasdaq debut highlights the structural and economic challenges facing Chinese used-car platforms

Rumors of Nike cutting online distributor ties in China reflect broader struggles by Western brand...

6 days ago

BBW Weekly: Cainiao rolls out ZeeBot in latest step toward ‘Dark Warehouses’

INTERVIEW: Cainiao rolls out ZeeBot in latest step toward ‘Dark Warehouses’

BABA.US | Latest close: 95.07 | 52-week range: 91.99-190.9166

The newest robotic member of e-commerce giant Alibaba’s logistics arm is notable for its ability...

8 days ago

Unintended consequences: China's EV boom hits highway upkeep, and new risks of data-backed ABS

Key Takeaways:

  • China’s rapid adoption of EVs is unintentionally eroding gasoline tax revenues needed for highway maintenance

  • A central government pause on issuance of securities backed by data assets highlights the ongoing st...

13 days ago

BBW Weekly: Fengyi IPO tests AI’s ability to fix China’s unmanned retail problem

Fengyi IPO tests AI’s ability to fix China’s unmanned retail problem

The company is part of a second generation of unmanned retailers, as its Hong Kong IPO tests investor appetite for a cabinet network offering help-yourself snacks and...

15 days ago

Fear of missing out fuels Chinese instant commerce bids, as reality bites Hong Kong AI stock bubble

Key Takeaways:

· Corporate fear of missing out is driving aggressive acquisitions in China’s instant commerce sector, highlighted by Alibaba’s $1.5 billion bid for a regional grocer

· Surging valuations for AI stocks in Hong Ko...

19 days ago

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  • Doug Young
  • Ethan Zhu
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