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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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bullish
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Kuaishou Technology
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20 Dec 2024 22:32
Monetization Upgrade Kickstarts Kuaishou's Microdrama Business
Kuaishou transitions from IAP to a subscription model for micro dramas to improve monetization efficiency and mitigate risks. We estimate it can...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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19 Dec 2024 18:17
[Blue Lotus Daily]:TSLA US/1211 HK/LI US/1810 HK/NIO US/XPEV US/1810 HK/AAPL US/6753 JP
Tesla's Shanghai factory GM resigns to join electric car company facing production issues, possibly due to FSD's China entry uncertainty. Xiaomi...
Blue Lotus Research Institute
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200 Views
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bullish
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Thematic (Sector/Industry)
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19 Dec 2024 17:38
[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD
China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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18 Dec 2024 23:22
Invest in China Growth Equity in High-Rate Environment
Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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18 Dec 2024 16:41
China Online Game Grossing Monitor: October 10, 2024 - December 16, 2024
Peacekeeper and DnF Mobile continue to show performance volatility, while the Eggy Party has underperformed expectations. Meanwhile, Bilibili's...
Blue Lotus Research Institute
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