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China Reopening
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China Reopening
Opportunities and Impact of China's Reopening
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bullish
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Thematic (Sector/Industry)
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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...
Blue Lotus Research Institute
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bullish
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Miniso
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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...
Blue Lotus Research Institute
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290 Views
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bullish
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Miniso
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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...
Blue Lotus Research Institute
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253 Views
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bullish
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Thematic (Sector/Industry)
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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...
Blue Lotus Research Institute
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277 Views
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bullish
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Macroeconomics
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27 Oct 2023 06:54
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Broker
Global Monthly - Six urgent questions on China
The main driver of the global growth slowdown is the spike in inflation and interest rates, not China, but a sharper reopening rebound would have...
ABN AMRO
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