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>AMZN/PDD/Shein: Amazon launches new supply chain solution for China merchants (+/-/-)</li>
<li>JD/2618 HK: Richard Liu Qiangdong responds to article written by internal employee (+/+)</li>
<li>772 HK/700 HK: Yuewen will acquire Tencent Comics business line and related IP for 600 million RMB. (+/+) </li>
</ul>


AMZN/PDD/Shein: Amazon launches new supply chain solution for China merchants (+/-/-)
JD/2618 HK: Richard Liu Qiangdong responds to article written by internal employee (+/+)
772 HK/700 HK: Yuewen will acquire Tencent Comics business line and related IP for 600 million RMB. (+/+) 


[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK

<ul>
<li>BABA/MELI/PDD/Shein/1519 HK: Cainiao launches charter flight route to Mexico (+/+/-/-/-/)</li>
<li>700 HK: Tencent gaming studio &lt;Level Infinite&gt; announced 4 new games at The Game Award 2023(+)</li>
<li>BABA/Temu/Shein/CPNG/SE/AMZN/MELI: Alibaba plans to launch LLM AI-powered &lt;1688&gt; in South Korea(+/+/+/+/+/-/-)</li>
</ul>


BABA/MELI/PDD/Shein/1519 HK: Cainiao launches charter flight route to Mexico (+/+/-/-/-/)
700 HK: Tencent gaming studio &lt;Level Infinite&gt; announced 4 new games at The Game Award 2023(+)
BABA/Temu/Shein/CPNG/SE/AMZN/MELI: Alibaba plans to launch LLM AI-powered &lt;1688&gt; in South Korea(+/+/+/+/+/-/-)


[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

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 Bottom-Up

<ul>
<li>Recently, Yunda Holding has lost volume share to rival STO Express </li>
<li>One reason could be Alibaba's transfer of its 25% stake in STO to CaiNiao</li>
<li>For Yunda, this dynamic adds to intense near-term pressure on margins</li>
</ul>


Recently, Yunda Holding has lost volume share to rival STO Express 
One reason could be Alibaba's transfer of its 25% stake in STO to CaiNiao
For Yunda, this dynamic adds to intense near-term pressure on margins


Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao

Equity Capital Markets

<ul>
<li>We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN</li>
<li>Selecting comparable items, we looked at landed costs, transit times, returns</li>
<li>SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?</li>
</ul>


We set out to compare prices &amp; the "retail experience" at AMZN, SHEIN
Selecting comparable items, we looked at landed costs, transit times, returns
SHEIN's value proposition is obvious; will consumers accept its drawbacks, too?


SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

<ul>
<li>SE/BABA/1519.HK: Shopee and Lazada plan to raise Commission Rates in Indonesia (+/+/-)</li>
<li>CPNG/PDD/BABA: AliExpress to open logistics center in South Korea to shorten delivery time (-/-/+)</li>
<li>3690.HK: Meituan Grocery re-branded as Ella Supermarket, targets turning profit in 2024 (+)</li>
</ul>


SE/BABA/1519.HK: Shopee and Lazada plan to raise Commission Rates in Indonesia (+/+/-)
CPNG/PDD/BABA: AliExpress to open logistics center in South Korea to shorten delivery time (-/-/+)
3690.HK: Meituan Grocery re-branded as Ella Supermarket, targets turning profit in 2024 (+)


[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

Hong Kong

J&T Global Express Limited operates as a global logistics service provider. The Company offers road express delivery, air express transportation, supply chain warehousing, and other value added services. J&T Global Express conducts business in China, Philippines, Malaysia, Thailand, Vietnam, and other countries.

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

J&T Global Express (1519 HK)

[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK

Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...

Blue Lotus Research Institute

Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao

A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...

Tracking Traffic

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...

Tracking Traffic

[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK

​Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

​Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...

Blue Lotus Research Institute

Beyond ASP Declines, Additional Dynamic Undermines Yunda | We Explain Roles of STO, BABA, CaiNiao

A loss of volume share to rival STO is adding to existing margin pressure at Yunda related to declining prices. This new dynamic could be related...

Tracking Traffic

SHEIN Versus Amazon: Our Online Shopping Adventure In Pursuit Of Ultra-Cheap Holiday Deals

We wanted to see what all the fuss is about, so we tried ordering identical holiday items from Amazon and upstart Chinese direct-to-consumer...

Tracking Traffic

[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

​Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

Blue Lotus Research Institute

Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...

Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...

Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...