Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

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>XPEV/NIO/BYD/TSLA: Luxeed S7 officially launched, price lowered by RMB 8,200 (-)</li>
<li>NIO: Geely and NIO enter into strategic cooperation agreement for battery swapping (+)</li>
<li>ACMR/ MU/ NVDA/ 981.HK/ 1810.HK/ 000660.KS: CXMT launches first domestic LPDDR5 RAM (+/+/+/-/-/-)</li>
</ul>


XPEV/NIO/BYD/TSLA: Luxeed S7 officially launched, price lowered by RMB 8,200 (-)
NIO: Geely and NIO enter into strategic cooperation agreement for battery swapping (+)
ACMR/ MU/ NVDA/ 981.HK/ 1810.HK/ 000660.KS: CXMT launches first domestic LPDDR5 RAM (+/+/+/-/-/-)


[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<p>Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.</p>In this Insight:<ol><li><a href='/entities/road-king-infrastructure-limited' target='_blank' rel='noopener'>Road King Infrastructure</a></li><li><a href='/entities/yanlord-land-group-ltd' target='_blank' rel='noopener'>Yanlord Land</a></li><li><a href='/entities/azure-power-global-ltd' target='_blank' rel='noopener'>Azure Power Global Ltd</a></li><li><a href='/entities/yankuang-energy-group' target='_blank' rel='noopener'>Yankuang Energy Group</a></li><li><a href='/entities/tata-motors-ltd' target='_blank' rel='noopener'>Tata Motors Ltd</a></li></ol>and more...

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:Road King InfrastructureYanlord LandAzure Power Global LtdYankuang Energy GroupTata Motors Ltdand more...

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>Huawei /: Five things to know about Huawei’s new smart car venture</li><li>Banking /: China’s Bank of Communications added to global too-big-to-fail banks list</li><li>Corruption /: Former Guangdong prison chief expelled from Party for graft</li></ul>

Huawei /: Five things to know about Huawei’s new smart car ventureBanking /: China’s Bank of Communications added to global too-big-to-fail banks listCorruption /: Former Guangdong prison chief expelled from Party for graft

CX Daily: Five Things to Know About Huawei’s New Smart Car Venture

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The final datapoints for the December Hang Seng Indices rebalances were recorded today, slightly altering the initially expected weights and flows. </li>
<li>The expected flows have slightly increased since the initial estimates on 15 then 17 November.</li>
<li>Across all three indices, I see a net total of roughly HK$13.4bn a side to trade. </li>
</ul>


The final datapoints for the December Hang Seng Indices rebalances were recorded today, slightly altering the initially expected weights and flows. 
The expected flows have slightly increased since the initial estimates on 15 then 17 November.
Across all three indices, I see a net total of roughly HK$13.4bn a side to trade. 


Hang Seng Indices (HSI, HSCEI, HS Tech) Recapping the Recaps - A Bit More To Trade

Equity Bottom-Up

<ul>
<li>Huawei’s decision to accept investments to its Intelligent Automotive Solution (HI) has no impact on its Harmony Intelligent Mobility Alliance (HIMA). It might actually strengthen it, in our view;</li>
<li>We also believe it concludes Huawei’s internal battle of visions.</li>
<li>The newly integrated business has short term impacts on Li, Nio and XPeng and long-term impact on Baidu and Xiaomi.</li>
</ul>


Huawei’s decision to accept investments to its Intelligent Automotive Solution (HI) has no impact on its Harmony Intelligent Mobility Alliance (HIMA). It might actually strengthen it, in our view;
We also believe it concludes Huawei’s internal battle of visions.
The newly integrated business has short term impacts on Li, Nio and XPeng and long-term impact on Baidu and Xiaomi.


[Blue Lotus Transportation Sector Update]: Huawei’s R&D & Marketing Alignment Makes It Stronger

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Xiaomi Corp (1810 HK)

[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS

Luxeed S7 electric vehicle officially launched with a price reduction, Geely and NIO form a strategic cooperation agreement for battery swapping,...

Blue Lotus Research Institute

Weekly Wrap - 01 Dec 2023

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...

Lucror Analytics

CX Daily: Five Things to Know About Huawei’s New Smart Car Venture

Huawei /: Five things to know about Huawei’s new smart car venture Banking /: China’s Bank of Communications added to global too-big-to-fail banks...

Caixin Global

Hang Seng Indices (HSI, HSCEI, HS Tech) Recapping the Recaps - A Bit More To Trade

The Hang Seng Index Final rebalance flows were set based on today's closing price. The actual rebalance will be Friday at the close. Expected flows...

Travis Lundy

[Blue Lotus Transportation Sector Update]: Huawei’s R&D & Marketing Alignment Makes It Stronger

Huawei's acceptance of investments for its Intelligent Automotive Solution (HI) does not affect its Harmony Intelligent Mobility Alliance (HIMA),...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]: XPEV/NIO/BYD/TSLA LI/Geely/ACMR/ MU/NVDA/981.HK/1810.HK/000660.KS

​Luxeed S7 electric vehicle officially launched with a price reduction, Geely and NIO form a strategic cooperation agreement for battery swapping,...

Blue Lotus Research Institute

Weekly Wrap - 01 Dec 2023

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...

Lucror Analytics

CX Daily: Five Things to Know About Huawei’s New Smart Car Venture

Huawei /: Five things to know about Huawei’s new smart car venture Banking /: China’s Bank of Communications added to global too-big-to-fail banks...

Caixin Global

Hang Seng Indices (HSI, HSCEI, HS Tech) Recapping the Recaps - A Bit More To Trade

The Hang Seng Index Final rebalance flows were set based on today's closing price. The actual rebalance will be Friday at the close. Expected flows...

Travis Lundy

[Blue Lotus Transportation Sector Update]: Huawei’s R&D & Marketing Alignment Makes It Stronger

​Huawei's acceptance of investments for its Intelligent Automotive Solution (HI) does not affect its Harmony Intelligent Mobility Alliance (HIMA),...

Blue Lotus Research Institute

Luxeed S7 electric vehicle officially launched with a price reduction, Geely and NIO form a strategic cooperation agreement for battery swapping,...

Huawei's acceptance of investments for its Intelligent Automotive Solution (HI) does not affect its Harmony Intelligent Mobility Alliance (HIMA),...