China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）</li>
<li>NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)</li>
<li>2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）</li>
</ul>


Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）
NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)
2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）


China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producers</li><li>G20 /: Chinese premier meets Biden at G20</li><li>China-U.K. /: U.K. welcomes China investment in ‘key areas,’ trade minister says</li></ul>

Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producersG20 /: Chinese premier meets Biden at G20China-U.K. /: U.K. welcomes China investment in ‘key areas,’ trade minister says

CX Daily: Chinese Battery Makers Gird For Price War In Competition To Supply EV Producers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the <a href="https://www.smartkarma.com/insights/quiddity-a-h-premium-weekly-sep-8-icbc-abc-ccb-boc-vanke-ncl-rails" target="_blank" rel="noopener">A/H Premium Monitor</a> and HK Connect SOUTHBOUND Monitor.</li>
<li>The data on liquid names is presented for 5 days and four weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).</li>
<li>We like the nifty interactive tables and charts. We welcome feedback on how to make it more useful going forward.</li>
</ul>


This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor.
The data on liquid names is presented for 5 days and four weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).
We like the nifty interactive tables and charts. We welcome feedback on how to make it more useful going forward.


Quiddity Mainland Connect NORTHBOUND Flows (Week to 8Sep23) : BYD, ZTE, Zhongji Innolight, Amperex

<ul>
<li>The Brand-Spanking New (three weeks old) A-H Monitor has tables, charts, measures galore.</li>
<li>New stimulus measures appear to be triggering FOMO on real estate stocks, but a foreshortened week, yet again, makes one wonder. There IS money being applied though.</li>
<li>I expect more measures and more buying. I am not sure I would want to be short any Hs with a deep discount to the A the next few months.</li>
</ul>


The Brand-Spanking New (three weeks old) A-H Monitor has tables, charts, measures galore.
New stimulus measures appear to be triggering FOMO on real estate stocks, but a foreshortened week, yet again, makes one wonder. There IS money being applied though.
I expect more measures and more buying. I am not sure I would want to be short any Hs with a deep discount to the A the next few months.


Quiddity A/H Premium Weekly (Sep 8):  ICBC, ABC, CCB, BOC, Vanke, NCL, Rails

<ul>
<li>2460 CH/2466 CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH: Lithium carbonate future set new low, Lithium carbonate spot renewed weakness</li>
<li>BABA: Alimama unveils new advertising platforms and discusses AI features (+)</li>
<li>TSLA: Revamped Tesla Model 3 China preorder data update (-)</li>
</ul>


2460 CH/2466 CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH: Lithium carbonate future set new low, Lithium carbonate spot renewed weakness
BABA: Alimama unveils new advertising platforms and discusses AI features (+)
TSLA: Revamped Tesla Model 3 China preorder data update (-)


China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

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Contemporary Amperex Technology (CATL) (300750 CH)

China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

Zhengzhou fully cancel the home purchase and selling restrictions; NIO/300750CH:Nio Plans to Develop Cylindrical Battery with SVOLT (-); 2150HK:...

Blue Lotus Research Institute

CX Daily: Chinese Battery Makers Gird For Price War In Competition To Supply EV Producers

Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producers G20 /: Chinese premier meets Biden at...

Caixin Global

Quiddity Mainland Connect NORTHBOUND Flows (Week to 8Sep23) : BYD, ZTE, Zhongji Innolight, Amperex

The Brand-Spanking New Quiddity Mainland Connect NORTHBOUND Flows Monitor. Tables and Charts of Top 10-30 names/flows, flows and position by...

Travis Lundy

Quiddity A/H Premium Weekly (Sep 8): ICBC, ABC, CCB, BOC, Vanke, NCL, Rails

The fourth week of the A/H Monitor and the last three weeks have seen decent returns. Hs outperformed As decently on a short week. Exposure to...

Travis Lundy

China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama

Lithium carbonate future set new low, Lithium carbonate spot renewed weakness; Alimama unveils new advertising platforms/TSLA: Revamped Tesla Model...

Blue Lotus Research Institute

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