A year after getting kicked off Nasdaq, former unicorn Luckin Coffee is still delivering cheap coffee in China.
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Posted inOn the Cusp
INSIGHTS | Luckin—out of luck
The Olympics may have been delayed, but we saw a gold medal dive from Luckin Coffee’s shares. Its fraud is a cautionary tale—but about what?
Posted inWith Chinese Characteristics
CHINA VOICES | China reflects on Luckin: ‘Expert research’ and the 2VC model
Luckin’s impending implosion has led to a lot of soul-searching with many questioning the environment that allowed Luckin to thrive.
Posted inHeavy Hitters
Chat Room: Michael Norris on Luckin Coffee’s business model
Luckin Coffee is projected to have the largest coffee network in China by the end of 2019 at its current rate of growth.
Posted inHeavy Hitters
INSIGHTS | Is noodle chain the new blue ocean for China tech VCs?
Chinese-style noodle chain restaurants first became tech investor darlings in 2021 when the industry faced tightened regulation.
Posted inHeavy Hitters
China Tech Investor: Will online gaming remain a pillar of China’s digital economy?
In this episode, the guys are joined SCMP’s Josh Ye to discuss China’s gaming industry. They go over recent regulations, misconceptions, among others.
Posted inWith Chinese Characteristics
INSIGHTS | Can superboards save China tech from one-man rule?
Elite boards that can overrule the board of directors are the latest fad in Chinese tech corporate governance.
Posted inHeavy Hitters
The Big Sell | China’s grocery delivery fever is cooling down
A new round of consolidation in China’s community grocery delivery market is wiping out all but the largest players.
Posted inHeavy Hitters
TechNode’s top 10 articles of 2020 + membership 20% off
We hope the attached articles—our top 10 from the last year of our coverage—will help shed some light on this remarkable year.
Posted inViews
As China tech stocks surge, a fundraising window opens
Is capital winter over? Huawei, JD, and Luckin are some of the companies whose fundraising is part of the great cash grab of early 2020.
