Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet 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>1810 HK/BIDU: Google's Gemma is an important move for client-side AI (+)</li>
<li>3690 HK: Local news said Douyin has deemphasized take out business (+)</li>
<li>PDD/4689 JP/AMZN/4385 JP/4755 JP: Data indicates that Temu is particularly popular in Japan (+/~/-/-/-)</li>
</ul>


1810 HK/BIDU: Google's Gemma is an important move for client-side AI (+)
3690 HK: Local news said Douyin has deemphasized take out business (+)
PDD/4689 JP/AMZN/4385 JP/4755 JP: Data indicates that Temu is particularly popular in Japan (+/~/-/-/-)


[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP

Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul>
<li>TSMC expects the foundry, semiconductor, electronics, industrial technology, and global GDP to be $0.25 trillion, $1 trillion, $3 trillion, $12 trillion, and $145 trillion, respectively, in 2030F</li>
<li>Transistor technology is constantly evolving, and FinFET architecture will be followed by Nanosheet and others.</li>
<li>In the transition, the automotive market belongs to IDM companies, but the utility of ADAS (Advanced Driver Assistance Systems) could fall under Foundry territory.  </li>
</ul>


TSMC expects the foundry, semiconductor, electronics, industrial technology, and global GDP to be $0.25 trillion, $1 trillion, $3 trillion, $12 trillion, and $145 trillion, respectively, in 2030F
Transistor technology is constantly evolving, and FinFET architecture will be followed by Nanosheet and others.
In the transition, the automotive market belongs to IDM companies, but the utility of ADAS (Advanced Driver Assistance Systems) could fall under Foundry territory.  


TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>On 31 January, <a href="https://www.smartkarma.com/entities/walmart-inc" target="_blank" data-smartkarma-citation="entities:11134:1" rel="noopener">Walmart (WMT US)</a> announced a 3:1 stock split. For cognoscenti, that meant a Dow Jones Industrial Avg might be in the offing.</li>
<li>The last change to the index was in Aug-2020, spurred by the 4:1 split for <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a>. This time, the likely deletion candidate was <a href="https://www.smartkarma.com/entities/walgreens-boots-alliance-inc" target="_blank" data-smartkarma-citation="entities:1118:1" rel="noopener">Walgreens Boots Alliance (WBA US)</a>. </li>
<li>Indeed, last week, the Index Keepers announced <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a> would replace Walgreens Boots Alliance on 26 Feb (i.e. WBA would be booted on the close of 23 Feb).</li>
</ul>


On 31 January, Walmart (WMT US) announced a 3:1 stock split. For cognoscenti, that meant a Dow Jones Industrial Avg might be in the offing.
The last change to the index was in Aug-2020, spurred by the 4:1 split for Apple (AAPL US). This time, the likely deletion candidate was Walgreens Boots Alliance (WBA US). 
Indeed, last week, the Index Keepers announced Amazon.com Inc (AMZN US) would replace Walgreens Boots Alliance on 26 Feb (i.e. WBA would be booted on the close of 23 Feb).


Walgreens Boots Alliance (WBA US) - How Do Dow Jones Deletes Do Historically?

<ul>
<li>NTES/700 HK: Tencent's &lt;Dream Star&gt; didn't perform as well as NetEase's &lt;Eggy Party&gt; during the Spring Festival.(+/-)</li>
<li>PDD/AMZN/SHEIN: Temu search queries pass SHEIN after running Super Bowl ads (+/-/-)</li>
<li>ZTO/1519 HK/PDD/BABA: Parcel volume delivery increased ~31% during the Spring Festival period (+)</li>
</ul>


NTES/700 HK: Tencent's &lt;Dream Star&gt; didn't perform as well as NetEase's &lt;Eggy Party&gt; during the Spring Festival.(+/-)
PDD/AMZN/SHEIN: Temu search queries pass SHEIN after running Super Bowl ads (+/-/-)
ZTO/1519 HK/PDD/BABA: Parcel volume delivery increased ~31% during the Spring Festival period (+)


[Blue Lotus Daily - TMT Update]: NTES/700 HK/PDD/AMZN/SHEIN/ZTO/1519 HK/PDD/BABA

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>The effects of SHEIN's and Temu's growth on US retail are already well known</li>
<li>But recent data points show the companies impacting other industries, too</li>
<li>Through their dramatic growth the two companies are gaining influence in US </li>
</ul>


The effects of SHEIN's and Temu's growth on US retail are already well known
But recent data points show the companies impacting other industries, too
Through their dramatic growth the two companies are gaining influence in US 


Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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

Amazon.com Inc (AMZN US)

[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP

Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.

Blue Lotus Research Institute

TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...

Patrick Liao

Walgreens Boots Alliance (WBA US) - How Do Dow Jones Deletes Do Historically?

Walgreens was given the boot from the Dow Jones Industrial Average on Friday at the close. Historically, DELETEs outperform their ADDs and DJIA in...

Travis Lundy

[Blue Lotus Daily - TMT Update]: NTES/700 HK/PDD/AMZN/SHEIN/ZTO/1519 HK/PDD/BABA

NetEase's outperformed Tencent's during Spring Festival; Temu search queries surpass SHEIN after Super Bowl ads; Parcel delivery volume up 31%...

Blue Lotus Research Institute

Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail

Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...

Tracking Traffic

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP

​Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.

Blue Lotus Research Institute

TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

​TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...

Patrick Liao

Walgreens Boots Alliance (WBA US) - How Do Dow Jones Deletes Do Historically?

Walgreens was given the boot from the Dow Jones Industrial Average on Friday at the close. Historically, DELETEs outperform their ADDs and DJIA in...

Travis Lundy

[Blue Lotus Daily - TMT Update]: NTES/700 HK/PDD/AMZN/SHEIN/ZTO/1519 HK/PDD/BABA

​NetEase's outperformed Tencent's during Spring Festival; Temu search queries surpass SHEIN after Super Bowl ads; Parcel delivery volume up 31%...

Blue Lotus Research Institute

Dramatic Growth of SHEIN & Temu Having Noticeable Impact On Segments Outside Of US Retail

Recent data points show SHEIN and Temu are beginning to have noticeable impacts on US industries other than retail, including domestic express...

Tracking Traffic

Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.

TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...

NetEase's outperformed Tencent's during Spring Festival; Temu search queries surpass SHEIN after Super Bowl ads; Parcel delivery volume up 31%...