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>For first time since 2022, carriers' cargo revenue, yield, load factor all rising</li>
<li>Asia outbound, US inbound air cargo tons both improving in early 2024</li>
<li>SHEIN, Temu could account for 40%+ of US inbound air tons from CH, HK, TW</li>
</ul>


For first time since 2022, carriers' cargo revenue, yield, load factor all rising
Asia outbound, US inbound air cargo tons both improving in early 2024
SHEIN, Temu could account for 40%+ of US inbound air tons from CH, HK, TW


Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Firms that split their shares show an avg. return of +25.4% one year after split. That’s more than 2x the average return of the S&amp;P 500 during those periods. </li>
<li>Critically, returns post stock splits are mainly seen from announcement to actual split date. Mega caps have shown 9.3% absolute returns 12 months post split. Be cautious of misleading averages.</li>
<li>On relative terms (v/s S&amp;P500) price returns were down 6.3% 12-months after stock splits. All splits generated negative returns except for Tesla in 2020.</li>
</ul>


Firms that split their shares show an avg. return of +25.4% one year after split. That’s more than 2x the average return of the S&amp;P 500 during those periods. 
Critically, returns post stock splits are mainly seen from announcement to actual split date. Mega caps have shown 9.3% absolute returns 12 months post split. Be cautious of misleading averages.
On relative terms (v/s S&amp;P500) price returns were down 6.3% 12-months after stock splits. All splits generated negative returns except for Tesla in 2020.


Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

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>PDD/SHEIN/AMZN: U.S. CBP suspends customs brokers handling cross-border parcels for Temu and SHEIN (-/-/+)</li>
<li>BABA US/JD US/PDD US/3690 HK:The upcoming regulatory policies on internet platform fees should not be overly negatively interpreted(///////)</li>
<li>BABA US/JD US/3690 HK/1810 HK:Beijing Follows up with Subsidies for Replacing Old Appliances with New Ones, but National Subsidies Are Still Lacking(+/+/+/+)</li>
</ul>


PDD/SHEIN/AMZN: U.S. CBP suspends customs brokers handling cross-border parcels for Temu and SHEIN (-/-/+)
BABA US/JD US/PDD US/3690 HK:The upcoming regulatory policies on internet platform fees should not be overly negatively interpreted(///////)
BABA US/JD US/3690 HK/1810 HK:Beijing Follows up with Subsidies for Replacing Old Appliances with New Ones, but National Subsidies Are Still Lacking(+/+/+/+)


[Blue Lotus Daily - TMT Update]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>EU adds Temu to highest digital scrutiny tier due to risks like counterfeit goods and IP violations</li>
<li>Tesla recalls multiple models due to seat belt warning system flaw; plans software update in June</li>
<li>Russian court permits UniCredit to use Russian bonds as collateral, softening prior asset seizure terms</li>
</ul>


EU adds Temu to highest digital scrutiny tier due to risks like counterfeit goods and IP violations
Tesla recalls multiple models due to seat belt warning system flaw; plans software update in June
Russian court permits UniCredit to use Russian bonds as collateral, softening prior asset seizure terms


#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ly-corp" target="_blank" data-smartkarma-citation="entities:19603:1" rel="noopener">LY (4689 JP)</a>'s Yahoo Shopping looks to be in trouble after five straight quarters of negative growth while Amazon and Rakuten move ahead.</li>
<li>Despite a revenue increase in 4Q2023, Yahoo Shopping continues to struggle with merchant fraud and a lack of a clear USP.</li>
<li>If effective integration between the many parts of LY is not forthcoming soon, the company may eventually attract demands for better synergies, as well as a stick-wielding Softbank.</li>
</ul>



LY (4689 JP)'s Yahoo Shopping looks to be in trouble after five straight quarters of negative growth while Amazon and Rakuten move ahead.
Despite a revenue increase in 4Q2023, Yahoo Shopping continues to struggle with merchant fraud and a lack of a clear USP.
If effective integration between the many parts of LY is not forthcoming soon, the company may eventually attract demands for better synergies, as well as a stick-wielding Softbank.


Yahoo Still Falling Further Behind Amazon and Rakuten

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.

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Amazon.com Inc (AMZN US)

Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...

Tracking Traffic

Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...

Mint Finance

[Blue Lotus Daily - TMT Update]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US

US CBP suspends customs brokers for Temu and SHEIN; upcoming regulatory policies on internet platform fees should not be overly negative; Beijing...

Blue Lotus Research Institute

#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

Nimish Maheshwari

Yahoo Still Falling Further Behind Amazon and Rakuten

LY Corp's Yahoo Shopping faces challenges with negative growth in many recent quarters and lack of USP, risking pressure for better integration...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

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Growth of SHEIN, Temu Appears to Be Boosting Asia-US Air Cargo Volume & Pricing

There are signs that SHEIN and Temu are boosting Asia-to-US air cargo volume and pricing. We estimate the two platforms account for as much as 40%+...

Tracking Traffic

Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...

Mint Finance

[Blue Lotus Daily - TMT Update]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US

​US CBP suspends customs brokers for Temu and SHEIN; upcoming regulatory policies on internet platform fees should not be overly negative; Beijing...

Blue Lotus Research Institute

#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

​EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

Nimish Maheshwari

Yahoo Still Falling Further Behind Amazon and Rakuten

​LY Corp's Yahoo Shopping faces challenges with negative growth in many recent quarters and lack of USP, risking pressure for better integration...

Michael Causton

US CBP suspends customs brokers for Temu and SHEIN; upcoming regulatory policies on internet platform fees should not be overly negative; Beijing...

EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

LY Corp's Yahoo Shopping faces challenges with negative growth in many recent quarters and lack of USP, risking pressure for better integration...