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Blue Lotus Research Institute
China growth and global non-US Internet equities
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Hong Kong
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Information Technology & Consumer Discretionary
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bullish
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Thematic (Sector/Industry)
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01 May 2024 18:42
[Blue Lotus Daily]:300274 SZ/601012 CH/1810 HK /XPEV US/LI US/300750 SZ/1211 HK/BZ US/Huawei
Tesla passed automotive data security requirements, Musk visit to China,FSD is about to enter China. A fire broke out in JinkoSolar’s factory. CATL...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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01 May 2024 18:09
[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS
rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....
Blue Lotus Research Institute
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bearish
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Luckin Coffee
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30 Apr 2024 15:55
[Luckin (LKNCY US, SELL, TP US$17) Rating Change]: Old Tricks Might Have Run Out of Its Use
To make things worse, we see Luckin at losing its coffee differentiation. We downgrade the stock rating from BUY to SELL and lower TP to US$17/ADS.
Blue Lotus Research Institute
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bullish
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Xiaomi Corp
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27 Apr 2024 15:52
[Xiaomi (1810 HK, BUY, TP HK$20) Rating Change]: Xiaomi EV Came at the Right Time of Consolidation
Xiaomi surprised during the Investor Day by guiding SU7 gross margin of 5-10%. Delivery guidance also surprised to ship 100k units in 2024.
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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26 Apr 2024 20:42
[Blue Lotus Daily]:9926HK/1801HK/BGNE US/9995HK/LI US/1810HK/1211HK/NIO US/XPEVUS/300274SZ/ 300750SZ
Stablization of insulin NDRL price suspected major changes. New energy exports were generally weak in March, with new energy vehicles thriving....
Blue Lotus Research Institute
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