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>A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports. </li>
<li>This, however, will not break the tie of Apple vs. Huawei;</li>
<li>We see game engine benefiting from upcoming competition between Apple, Qualcomm, MTK and Huawei, more so though AI.</li>
</ul>


A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports. 
This, however, will not break the tie of Apple vs. Huawei;
We see game engine benefiting from upcoming competition between Apple, Qualcomm, MTK and Huawei, more so though AI.


[Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can

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

The Asia Trade Book for September 2023 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits. Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage.

  The Asia Trade Book for September 2023 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds across Asia HY and crossover credits.   Please reach out to our analysts to discuss any of these ideas, or other trade recommendations from our Asia coverage. 

Asia Trade Book - September 2023 - Lucror Analytics

<ul>
<li>JD/ AAPL/ 1810.HK: Apple launches new iPhones in China (-/-/+)</li>
<li>LI/NIO:Huawei AITO New M7 was launched today, limiting impact on LI auto(-)</li>
<li>Meituan/Ctrip.com/Atour: Thailand announced to implement a 5-months visa-free policy for Chinese tourists（+/+/-）</li>
</ul>


JD/ AAPL/ 1810.HK: Apple launches new iPhones in China (-/-/+)
LI/NIO:Huawei AITO New M7 was launched today, limiting impact on LI auto(-)
Meituan/Ctrip.com/Atour: Thailand announced to implement a 5-months visa-free policy for Chinese tourists（+/+/-）


China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free

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:<ol><li><a href='/entities/country-garden-holdings-co' target='_blank' rel='noopener'>Country Garden Holdings Co</a></li><li><a href='/entities/hopson-development-holdings' target='_blank' rel='noopener'>Hopson Development</a></li><li><a href='/entities/greentown-china-holdings' target='_blank' rel='noopener'>Greentown China</a></li><li><a href='/entities/renew-energy-global-plc' target='_blank' rel='noopener'>ReNew Energy Global </a></li><li><a href='/entities/china-jinmao-holdings-group' target='_blank' rel='noopener'>China Jinmao Holdings</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:Country Garden Holdings CoHopson DevelopmentGreentown ChinaReNew Energy Global China Jinmao Holdingsand more...

The Asia Monthly focuses on providing updates on recent events, information on new issues and spread movements, as well as summarising our top picks. The Asia Monthly is intended to broaden investors' understanding of the Asian USD high-yield market.

  The Asia Monthly focuses on providing updates on recent events, information on new issues and spread movements, as well as summarising our top picks. The Asia Monthly is intended to broaden investors' understanding of the Asian USD high-yield market. 

Asia HY Monthly - August 2023 - Lucror Analytics

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.

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Xiaomi Corp (1810 HK)

[Blue Lotus Entertainment Sector Update]: Game Cannot Break the Tie of Hardware but AI Can

A key feature of iPhone 15 is 3nm Bionic chipset with enhanced game supports.We see game engine benefiting from upcoming competition between Apple,...

Blue Lotus Research Institute

Asia Trade Book - September 2023 - Lucror Analytics

The Asia Trade Book for September 2023 includes a summary of our recommendations, as well as our high-conviction ideas. The report also features...

Lucror Analytics

China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free

JD/ AAPL/ 1810.HK: Apple launches new iPhones in China;LI/NIO:Huawei AITO New M7 was launched today;Meituan/Ctrip.com/Atour: Thailand announced to...

Blue Lotus Research Institute

Weekly Wrap - 08 Sep 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

Asia HY Monthly - August 2023 - Lucror Analytics

The Asia Monthly focuses on providing updates on recent events, information on new issues and spread movements, as well as summarising our top...

Lucror Analytics

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