财新传媒 财新传媒
Doug Young

Bottom line: Live streaming gamer DouYu should get relatively strong demand for its $500 million New York IPO, while a smaller listing plan by younger coffee specialist Luckin is likely to die on the vine.

One of the longest runs I can recall for New York IPOs by Chinese firms continues to chug ahead, with two new filings, one by live streaming game operator DouYu and the other by a high-tech Starbucks (Nasdaq: SBUX) challenger called Luckin. This particular IPO window is now rapidly creeping...

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Doug Young

Bottom line: Alibaba's move into unmanned coffee shops could stand a strong chance of success due to its relative simplicity, while WeChat's move into Hong Kong convenience stores should also be relatively well received.

Alibaba samples coffee shops

Convenience stores are shaping up as the next battlefield in the wars for supremacy between Internet titans Alibaba (NYSE: BABA) and Tencent (HKEx: 700), at least based on the latest headlines. One of those has Alibaba prepar...

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王海

Two Men’s Race: McDonalds and KFC in China

王海 06月27日

20年中国咖啡产业和消费业的从业者

 

  It is a natural tendency to explain current events based on the past experience. However, the current global economy is unprecedented and is navigating into grey territory especially in emerging markets. Thus, we always have to keep in mind that the fundamentals of, for instance, American and China are essentially different, both historically and contemporarily.   For QSR industry, hasty globalization and the eagerness of the international companies for new market have created a new ...

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