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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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Alibaba Group Holding
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19 Jul 2024 22:22
[Blue Lotus E-Commerce Sector Update]: Tax Reform a Light at the End of the Tunnel for Ecommerce
June sales pulled into May led to disappointing June NBS data. Online retail grew 5.1% yoy in May/June and 6.4% yoy in 2Q24. PDD led in GMV...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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18 Jul 2024 18:15
[Blue Lotus Daily]:BZ US/LI US/NIO US/XPEV US/1810 HK/1211 HK
Unemployment rate for 16-24 age group in US drops due to manufacturing sector; EV sales post-holiday weak, Xiaomi to launch new products on July...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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18 Jul 2024 17:49
[Blue Lotus Daily-TMT Update]:700HK/JD US/PDD US/BABA US/NTES US/SE US/TCOM US/ATAT US/3690HK/BABAUS
Tencent's <civilization mobile> ranks second on iOS download chart, JD US to launch "Super 18" promo event, PDD US announces new requirements for...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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17 Jul 2024 11:24
Online Game Monitor: July 2-15, 2024
Gross billing estimates for popular mobile games like Tencent's <dnf mobile>, and Bilibili's <three kingdom> are being adjusted due to rising...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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17 Jul 2024 09:59
How to Stimulate China's Consumption, Part IV:Consumption Voucher Is Effective
China's consumption subsidies have been quite conservative but actually effective. We expect more subsidies in 2H24 and far more in 2025. We...
Blue Lotus Research Institute
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