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China Reopening

China Reopening
Opportunities and Impact of China's Reopening

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07 Oct 2024 08:00

AviChina Industry (2357 HK): Excellent Exposure to A-Share Surge

​AviChina is poised to benefit from a surge in A-share subsidiaries' share prices as mainland markets re-open, with the attributable value of its...

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11 Jul 2024 16:02

[Blue Lotus Daily]:LKNCY US/1810 HK/NIO US/XPEV US/1211 HK/MNSO US/3690 HK/981 HK/AAPL US/700 HK

​Luckin Coffee celebrates milestone with 20,000th store opening, EV sales remain steady during July holiday, Xpeng unveils details of new sedan...

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bullishMiniso
14 Mar 2024 18:05

[Miniso Group (MNSO US, BUY, TP US$31) Target Price Change]: Near Term Story Is Still the Americas

​Miniso reports strong revenue and non-GAAP net income, guided for soft operating margin due to new store openings. Stock maintained as BUY with TP...

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bullishMiniso
24 Jan 2024 13:24

[Miniso Group(MNSO US,BUY,TP US$33)TP Change]:Investor Day Called for Growth on Supply Chain and IP

​Miniso's Investor Day highlighted their growth strategy of connecting with Chinese supply chain for fast turnaround. Expect higher revenue and non...

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09 Nov 2023 15:14

[Blue Lotus Lodging Sector Update]: Dividend from Supply Shortage Can Continue into 2024

China hotels can continue to enjoy the premium pricing in the next 6-12 months, thanks to supply shortage in reopening. Atour (ATAT) looks...

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