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Luckin Coffee (LKNCY US)
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209
Analysis
Consumer Discretionary
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China
Luckin Coffee Inc. provides non-alcoholic beverages. The Company offers various types of coffee. Luckin Coffee serves customers in China.
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bullish
•
Thematic (Sector/Industry)
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07 Aug 2023 17:31
[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names
We view the rallies in Chinese Internet and Consumer names to be sustainable in C3Q23 as regulatory environment to be both favourable and macro...
Blue Lotus Research Institute
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271 Views
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bullish
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Nayuki Holdings
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30 Jul 2023 19:45
[Nayuki (2150 HK, BUY, TP HK$9.3) TP Change]: Store Operating Profit Margin Improvement On-Track
We maintain the stock as BUY rating as the margin improvement process is gradual showing effect, while we lower TP by US$2 to US$9.3 to reflect the...
Blue Lotus Research Institute
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260 Views
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bullish
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Thematic (Sector/Industry)
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13 Jul 2023 13:30
China TMT Update-PDD/BABA/BEKE/LUCKIN- PDD Testing “RMB 9.9” Channel;BEKE Launching “Bei Hao Jia”
PDD/BABA: PDD testing large “RMB 9.9” channel entrance (+/-);BEKE: Beike establishing “Bei Hao Jia” (+);Luckin Coffee & Nayuki: Media survey...
Blue Lotus Research Institute
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312 Views
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bullish
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Thematic (Sector/Industry)
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10 Jul 2023 07:00
China TMT Update Jul.10-Baba/LKNCY/BEKE-Ant Group Fine/COTTI Downgrade Promotion/Home Decoration Biz
BABA: Ant Group fine to be announced (+);LKNCY: COTTI Coffee downgrade its promotion campaign (+);BEKE: Beike is exploiting new opportunity in home...
Blue Lotus Research Institute
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1.6k Views
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bearish
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Thematic (Sector/Industry)
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04 Jul 2023 08:56
China TMT Update Jul.4-2252HK/1801HK/LEGN/LKNCY:14th Five-Year Plan for Medical Equipment Allocation
2252HK: "14th Five-Year Plan for Medical Equipment Allocation" , (-) 1801HK/LEGN: CAR-T received approval (+) LKNCY: Luckin Coffee reported 50mn...
Blue Lotus Research Institute
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295 Views
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