Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>3690 HK/TCOM US: Online catering is robust in 2Q24, while online tourism diminishing quickly（+/-）</li>
<li>1024 HK: Source said Kuaishou's video generation LLM, Kling AI, has surpassed one million total application users.（+）</li>
<li>3690 HK:Meituan may launch food delivery service in Riyadh in September or October this year (+)</li>
</ul>


3690 HK/TCOM US: Online catering is robust in 2Q24, while online tourism diminishing quickly（+/-）
1024 HK: Source said Kuaishou's video generation LLM, Kling AI, has surpassed one million total application users.（+）
3690 HK:Meituan may launch food delivery service in Riyadh in September or October this year (+)


[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/1024 HK/BIDU US/PDD US/AMZN US/NTES US/700 HK/BABA US

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>The Economic Survey 2024 emphasizes long-term strategies for India's "Amrit Kaal" goals, highlighting sustained economic growth, climate action, and sectoral advancements.</li>
<li>India's GDP grew by 8.2% in FY24, with key sectors like agriculture, manufacturing, and electronics showing strong performance. The government focuses on bottom-up reforms for sustained growth.</li>
<li>The survey's emphasis on strategic, long-term growth and resilience reinforces confidence in India's economic future, aligning with the vision for a "Viksit Bharat" by 2047.</li>
</ul>


The Economic Survey 2024 emphasizes long-term strategies for India's "Amrit Kaal" goals, highlighting sustained economic growth, climate action, and sectoral advancements.
India's GDP grew by 8.2% in FY24, with key sectors like agriculture, manufacturing, and electronics showing strong performance. The government focuses on bottom-up reforms for sustained growth.
The survey's emphasis on strategic, long-term growth and resilience reinforces confidence in India's economic future, aligning with the vision for a "Viksit Bharat" by 2047.


All You Need to Know: Economic Survey 2023-24

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

<ul>
<li>Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session</li>
<li>1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)</li>
<li>1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)</li>
</ul>


Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session
1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)
1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)


[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Event-Driven

The Hang Seng Index is a free-float capitalization-weighted index of a selection of companies from the Stock Exchange of Hong Kong. The components of the index are divided into four subindices: Commerce and Industry, Finance, Utilities, and Properties. The index was developed with a base level of 100 as of July 31, 1964.

<ul>
<li>The <a href="https://www.smartkarma.com/entities/hong-kong-hang-seng-index" target="_blank" data-smartkarma-citation="entities:22899:1" rel="noopener">Hang Seng Index</a> has been falling in June and July, but our MONTHLY seasonal pattern model indicates the index has a very good chance to close August up.</li>
<li>The condition we need, to forecast that August will be closing up, is to have July closing down, i.e. &lt;17718.61.</li>
<li>The index is WEEKLY OVERSOLD, so the timing to buy will be critical, because you want to get in early, but not too early (and July must close down).</li>
</ul>


The Hang Seng Index has been falling in June and July, but our MONTHLY seasonal pattern model indicates the index has a very good chance to close August up.
The condition we need, to forecast that August will be closing up, is to have July closing down, i.e. &lt;17718.61.
The index is WEEKLY OVERSOLD, so the timing to buy will be critical, because you want to get in early, but not too early (and July must close down).


EQD | The HSI Is Ripe For A Rally In August (IF July's Close Is Negative)

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Plenum /: Plenum Explained: Beijing outlines reforms to boost foreign trade and promote the private sector</li><li>U.S. /Cover Story: U.S. presidential race upended by Biden’s withdrawal, assassination attempt on Trump</li><li>Corruption /: China’s top prosecutors order arrest of former vice chair of Hunan legislature</li></ul>

Plenum /: Plenum Explained: Beijing outlines reforms to boost foreign trade and promote the private sectorU.S. /Cover Story: U.S. presidential race upended by Biden’s withdrawal, assassination attempt on TrumpCorruption /: China’s top prosecutors order arrest of former vice chair of Hunan legislature

CX Daily: Beijing to Bolster Industrial Chains, Promote Private Sector

China Largecap
Research on China largecaps

[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/1024 HK/BIDU US/PDD US/AMZN US/NTES US/700 HK/BABA US

Online catering is thriving, while online tourism is declining. Kuaishou's video generation AI has over one million users. Meituan may expand food...

Blue Lotus Research Institute

All You Need to Know: Economic Survey 2023-24

The Economic Survey'24 outlines India's focus on growth and sectoral advancements to achieve long-term goals & emphasis on reforms for resilience...

Nimish Maheshwari

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

EQD | The HSI Is Ripe For A Rally In August (IF July's Close Is Negative)

The Hang Seng Index has been falling in June and July, but seasonal pattern model predicts August will close up if July closes down. The index is...

Nico Rosti

CX Daily: Beijing to Bolster Industrial Chains, Promote Private Sector

Plenum /: Plenum Explained: Beijing outlines reforms to boost foreign trade and promote the private sector U.S. /Cover Story: U.S. presidential...

Caixin Global

[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/1024 HK/BIDU US/PDD US/AMZN US/NTES US/700 HK/BABA US

​Online catering is thriving, while online tourism is declining. Kuaishou's video generation AI has over one million users. Meituan may expand food...

Blue Lotus Research Institute

All You Need to Know: Economic Survey 2023-24

​The Economic Survey'24 outlines India's focus on growth and sectoral advancements to achieve long-term goals & emphasis on reforms for resilience...

Nimish Maheshwari

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

​CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

EQD | The HSI Is Ripe For A Rally In August (IF July's Close Is Negative)

​The Hang Seng Index has been falling in June and July, but seasonal pattern model predicts August will close up if July closes down. The index is...

Nico Rosti

CX Daily: Beijing to Bolster Industrial Chains, Promote Private Sector

Plenum /: Plenum Explained: Beijing outlines reforms to boost foreign trade and promote the private sector U.S. /Cover Story: U.S. presidential...

Caixin Global

Online catering is thriving, while online tourism is declining. Kuaishou's video generation AI has over one million users. Meituan may expand food...

The Economic Survey'24 outlines India's focus on growth and sectoral advancements to achieve long-term goals & emphasis on reforms for resilience...

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

The Hang Seng Index has been falling in June and July, but seasonal pattern model predicts August will close up if July closes down. The index is...