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>BABA/ JD/ PDD/ VIPS: Tmall outlines upcoming changes to its platform (-/-/-/-)</li>
<li>LI: Li Auto CEO reveals six pure EVs in pipeline(+)</li>
<li>700HK/NTES/BILI/: Game industry in general:  Domestic game codes published by NPPA（+）</li>
</ul>


BABA/ JD/ PDD/ VIPS: Tmall outlines upcoming changes to its platform (-/-/-/-)
LI: Li Auto CEO reveals six pure EVs in pipeline(+)
700HK/NTES/BILI/: Game industry in general:  Domestic game codes published by NPPA（+）


China TMT Update (Mar.27) - BABA/JD/ PDD/VIPS/LI/700HK/NTES/BILI/ - Tmall Outlines Upcoming Changes

<ul>
<li>700HK/NTES/BILI/IQ/3659.JP: The latest Foreign game codes released by NPPA, positive to gaming companies(+)</li>
<li>BGNE/9995HK：Daiichi and Zymeworks end antibody pact after seven years (-)</li>
<li>ZLAB：ZaiLab's partner Karua's Schizophrenia drug obtained positive Phase 3 data (+)</li>
</ul>


700HK/NTES/BILI/IQ/3659.JP: The latest Foreign game codes released by NPPA, positive to gaming companies(+)
BGNE/9995HK：Daiichi and Zymeworks end antibody pact after seven years (-)
ZLAB：ZaiLab's partner Karua's Schizophrenia drug obtained positive Phase 3 data (+)


China TMT Update(Mar.22): 700HK/NTES/BILI/IQ/3659.JP /BGNE/9995HK/ZLAB - Foreign Game Codes(+)

<ul>
<li>BILI: Douyin launches a new APP "Qingtao", similar to BILI (-)</li>
<li>Baidu's ERNIE Bot exceeds expectations from user feedbacks (+); BABA/3635JP: &lt;Three Kingdoms: War Chess Version&gt; performance slightly above average (+/+)</li>
<li>BeiGene's termination of DKK1 collaboration with Leap is likely because its PD-L1 already got positive Phase III result on the same indication（/）</li>
</ul>


BILI: Douyin launches a new APP "Qingtao", similar to BILI (-)
Baidu's ERNIE Bot exceeds expectations from user feedbacks (+); BABA/3635JP: &lt;Three Kingdoms: War Chess Version&gt; performance slightly above average (+/+)
BeiGene's termination of DKK1 collaboration with Leap is likely because its PD-L1 already got positive Phase III result on the same indication（/）


China TMT Update(Mar.21): BILI/BIDU/BABA/3635.JP/BGNE - Douyin Launches "Qingtao", Similar to BILI

<ul>
<li>PDD: Temu launches in Australia and New Zealand (+); CPNG: Coupang withdraws from delivery service in Japan (+)</li>
<li>ZTO/PDD: Logistics companies increased parcel prices in Yiwu City (+/-)</li>
<li>BILI:BILI hold content creator seminar to discuss video metrics (+)</li>
</ul>


PDD: Temu launches in Australia and New Zealand (+); CPNG: Coupang withdraws from delivery service in Japan (+)
ZTO/PDD: Logistics companies increased parcel prices in Yiwu City (+/-)
BILI:BILI hold content creator seminar to discuss video metrics (+)


China/Asia TMT Update(Mar.14): PDD/CPNG/BILI/ZTO - Logistics Companies Increased Prices;

<ul>
<li>(2821.SZ/6821.HK)/(1177.HK/SBHMY): F-Star cleared CFIUS investigation, suggesting US criteria on China investments (+) </li>
<li>ATAT: Corporate travel demand recover quickly in hotel sector (+)</li>
<li>BILI/1024.HK/Douyin: People's Daily criticizes vulgar internet slangs rampant in short videos. (-/-/-)</li>
</ul>


(2821.SZ/6821.HK)/(1177.HK/SBHMY): F-Star cleared CFIUS investigation, suggesting US criteria on China investments (+) 
ATAT: Corporate travel demand recover quickly in hotel sector (+)
BILI/1024.HK/Douyin: People's Daily criticizes vulgar internet slangs rampant in short videos. (-/-/-)


China TMT Update(Mar.9):ATAT /BILI/1024.HK/Douyin/(2821.SZ/6821.HK)/(1177.HK/SBHMY)

China

Bilibili Inc. provides online entertainment services. The Company offers a platform that covers a wide array of genres and media formats, including videos, live broadcasting, mobile games, animation, and comics. Bilibili serves customers in China.

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Bilibili (BILI US)

China TMT Update (Mar.27) - BABA/JD/ PDD/VIPS/LI/700HK/NTES/BILI/ - Tmall Outlines Upcoming Changes

BABA/JD/PDD/VIPS: Tmall outlines upcoming changes(-/-/-/-); LI: Li Auto CEO reveals six pure EVs in pipeline(+); 700HK/NTES/BILI/game industry in...

Blue Lotus Research Institute

China TMT Update(Mar.22): 700HK/NTES/BILI/IQ/3659.JP /BGNE/9995HK/ZLAB - Foreign Game Codes(+)

700HK/NTES/BILI/IQ/3659.JP: The latest Foreign game codes; BGNE/9995HK：Daiichi and Zymeworks end antibody pact (-) ; ZLAB：ZaiLab's partner Karua's...

Blue Lotus Research Institute

China TMT Update(Mar.21): BILI/BIDU/BABA/3635.JP/BGNE - Douyin Launches "Qingtao", Similar to BILI

BILI: Douyin launches "Qingtao", similar to BILI; BIDU: Baidu's ERNIE Bot exceeds expectations from user feedbacks BABA/3635JP: <Three Kingdoms:...

Blue Lotus Research Institute

China/Asia TMT Update(Mar.14): PDD/CPNG/BILI/ZTO - Logistics Companies Increased Prices;

PDD: Temu launches in Australia and New Zealand (+); CPNG: Coupang withdraws from Japan (+)l ZTO/PDD: Logistics companies increased prices (+/-)l...

Blue Lotus Research Institute

China TMT Update(Mar.9):ATAT /BILI/1024.HK/Douyin/(2821.SZ/6821.HK)/(1177.HK/SBHMY)

BILI/1024.HK/Douyin: People's Daily criticizes vulgar internet slangs (-/-/-); ATAT: Corporate travel demand recover(+); (2821.SZ/6821.HK)/(1177.HK...

Blue Lotus Research Institute

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