In this class, I talk about what can be done with Luckin Coffee post-scandal. Should another company or investor buy it?
Who should buy Luckin Coffee?
- 711 or other convenience store
- Alibaba or other ecommcerce company
- Financial investors
- What Should Starbucks China Have Done About Luckin Coffee? (Jeff’s Asia Tech Class – Podcast 3)
- Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (Jeff’s Asia Tech Class – Podcast 6)
- My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (Jeff’s Asia Tech Class – Podcast 24)
- Forget Luckin. Starbucks’ Most Interesting China Competitor is HeyTea (pt 1 of 2)
- While Luckin Fights Starbucks, HeyTea Has Lines Out the Door in China (pt 2 of 2)
- #21 New Retail and Value Added Deals
Concepts for this class:
- New Retail
- Company Quality: Good / Great / Bad / Too Hard
- Alwaleed and Surgical Value Add / Value Point
Companies for this class:
- Luckin Coffee
- Heytea (pictures below)
I write and speak about digital China and Asia’s latest tech trends.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
My subscription newsletter offers:
Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.
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A unique view from on the ground of digital China / Asia.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.