[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...
275 Views
China TMT Update-XPEV/NVIDIA/BEKE/ATAT-Xpeng ADAS Head to Join Nvidia/Surge of Hotel ADR
XPEV/NVIDIA: Xpeng ADAS head to join Nvidia ( - /+);Zhengzhou announced 15 supportive policies on real estate industry; the supply shortage...
261 Views
China TMT Update-ATAT/XPEV-The VW Brand Cooperate with Xpeng;G6 Capacity;Legacy-Huazhu 2Q23 RevPAR
XPEV : The VW brand cooperation with Xpeng (+);XPEV: weekly data indicates G6 capacity still needs time to ramp up (-);ATAT: Legacy-Huazhu 2Q23...
298 Views
[Atour Lifestyle (ATAT US, BUY, TP US$35) Preview]: Retail and Summer Travelling Are Two Catalysts
We maintain the stock as BUY rating, and maintain TP at US$35 because the operational gains has been mitigated by FX loss in terms of valuation
492 Views
Monthly Chinese Tourism Tracker | Outbound Firmer | Domestic Losing Steam | No Surprises (June 2023)
The recovery in outbound travel remained strong in May, and domestic activity also continued to improve, though it appears to be losing some...
493 Views