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>AMZN/PDD/ Shein:  Amazon temporarily display the same discount and coupons (-)</li>
<li>FUTU: HK stock turnover remains lukewarm, while Futu is gaining market share in HK（-）</li>
<li>PDD/Shein: TikTok launching “Mall” and “fully managed” model in the USA and UK (-/-)</li>
</ul>


AMZN/PDD/ Shein:  Amazon temporarily display the same discount and coupons (-)
FUTU: HK stock turnover remains lukewarm, while Futu is gaining market share in HK（-）
PDD/Shein: TikTok launching “Mall” and “fully managed” model in the USA and UK (-/-)


AMZN/PDD/Shein/FUTU/TikTok: TikTok Launching “Mall” and “fully Managed” Model in the USA and UK

<ul>
<li>700.HK:  Supercell’s new game Floodrush receives unenthusiastic reception ( - )</li>
<li>3690.HK / TCOM: Douyin launches new hotel booking feature (-/-)</li>
<li>LI: Li Auto's daily order volume exceeds 1k for three consecutive weeks (+)</li>
</ul>


700.HK:  Supercell’s new game Floodrush receives unenthusiastic reception ( - )
3690.HK / TCOM: Douyin launches new hotel booking feature (-/-)
LI: Li Auto's daily order volume exceeds 1k for three consecutive weeks (+)


China TMT Update Jun 1 - 700.HK/Douyin/3690.HK/TCOM/Li- Supercell’s New Game Receives Unenthusiastic

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Consumption /Analysis: China’s holiday spending boom masks patchy recovery</li><li>LGFVs /: Kunming scrambles to pay off $170 million of financing vehicle debt</li><li>China-U.S. /: Top trade officials from China and U.S. to meet at APEC</li></ul>

Consumption /Analysis: China’s holiday spending boom masks patchy recoveryLGFVs /: Kunming scrambles to pay off $170 million of financing vehicle debtChina-U.S. /: Top trade officials from China and U.S. to meet at APEC

CX Daily: China’s Holiday Spending Boom Masks Patchy Recovery

<ul><li>E-commerce /In Depth: Chinese fast fashion platforms could be next U.S. target</li><li>Sentiment /: British firms ‘conditionally optimistic’ about their China operations in 2023</li><li>AIDS /: HIV/AIDS cases in China fell 13% during pandemic, expert says</li></ul>

E-commerce /In Depth: Chinese fast fashion platforms could be next U.S. targetSentiment /: British firms ‘conditionally optimistic’ about their China operations in 2023AIDS /: HIV/AIDS cases in China fell 13% during pandemic, expert says

CX Daily: Chinese Fast Fashion Platforms Could Be Next U.S. Target

<ul>
<li>3690.HK/Douyin: Douyin's latest strategy in China food delivery market, per Chinese local media reports (-)</li>
<li>1024: Kuaishou launches annual eCommerce conference for merchants ( + )</li>
<li>LEGN：Legend raised another US$350mn, which can support at least one year of operation (+)</li>
</ul>


3690.HK/Douyin: Douyin's latest strategy in China food delivery market, per Chinese local media reports (-)
1024: Kuaishou launches annual eCommerce conference for merchants ( + )
LEGN：Legend raised another US$350mn, which can support at least one year of operation (+)


China TMT Update(May 10) - 3690.HK/Douyin/1024.HK/LEGN: Douyin's Latest Strategy in Food Delivery

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

AMZN/PDD/Shein/FUTU/TikTok: TikTok Launching “Mall” and “fully Managed” Model in the USA and UK

AMZN/PDD/ Shein: Amazon temporarily display the same discount and coupons；FUTU: HK stock turnover remains lukewarm；PDD/Shein: TikTok launching...

Blue Lotus Research Institute

China TMT Update Jun 1 - 700.HK/Douyin/3690.HK/TCOM/Li- Supercell’s New Game Receives Unenthusiastic

700.HK: Supercell’s new game receives unenthusiastic reception (-) 3690.HK/TCOM: Douyin launches new hotel booking feature; LI: Li Auto's daily...

Blue Lotus Research Institute

CX Daily: China’s Holiday Spending Boom Masks Patchy Recovery

Consumption /Analysis: China’s holiday spending boom masks patchy recovery LGFVs /: Kunming scrambles to pay off $170 million of financing vehicle...

Caixin Global

CX Daily: Chinese Fast Fashion Platforms Could Be Next U.S. Target

E-commerce /In Depth: Chinese fast fashion platforms could be next U.S. target Sentiment /: British firms ‘conditionally optimistic’ about their...

Caixin Global

China TMT Update(May 10) - 3690.HK/Douyin/1024.HK/LEGN: Douyin's Latest Strategy in Food Delivery

Douyin/3690: Douyin's strategy in food delivery(-); 1024: Kuaishou launches annual eCommerce conference for merchants (+) ;LEGN：Legend raised...

Blue Lotus Research Institute

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