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>Country Garden /Cover Story: Clock ticking on Country Garden’s debt bomb</li><li>Tax /: China extends tax incentives by two years to bolster housing market</li><li>Housing /: Li Auto’s first pure EV to use CATL’s fast-charging batteries</li></ul>

Country Garden /Cover Story: Clock ticking on Country Garden’s debt bombTax /: China extends tax incentives by two years to bolster housing marketHousing /: Li Auto’s first pure EV to use CATL’s fast-charging batteries

CX Daily: Clock Ticking on Country Garden’s Debt Bomb

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>PDD: Temu reportedly increases product prices in certain regions (+)</li>
<li>Atour Lifestyle: Summar vacation season is coming to a end, hotel RevPAR begin to decline</li>
<li>XPEV/NIO/LI: Xpeng to launch G9 facelift in September ( +/-/-)</li>
</ul>


PDD: Temu reportedly increases product prices in certain regions (+)
Atour Lifestyle: Summar vacation season is coming to a end, hotel RevPAR begin to decline
XPEV/NIO/LI: Xpeng to launch G9 facelift in September ( +/-/-)


China TMT Update-PDD/ATAT/XPEV/NIO/LI-Temu Increases Prices/Hotel RevPAR Declines/G9 Facelift

<ul>
<li>Luckin Coffee: Price war continue and competition in low tier cities expansion intensified</li>
<li>CATL/ LI: CATL unveils Shenxing Battery ( + / +)</li>
<li>700.HK: Honor of Kings Faces Reputation Crisis Recently( - )</li>
</ul>


Luckin Coffee: Price war continue and competition in low tier cities expansion intensified
CATL/ LI: CATL unveils Shenxing Battery ( + / +)
700.HK: Honor of Kings Faces Reputation Crisis Recently( - )


China TMT Update-Luckin/CATL/LI/700.HK:HoK Crisis;Coffee Price War Continue; Shenxing Battery

<ul>
<li>LI: Li Auto adds L9 Pro trim to L9 series (+)</li>
<li>BABA/JD：Cainiao started half day delivery in 8 cities（+ / -）</li>
<li>3690HK/TCOM: Meituan established a strategic partnership with Amadeus to expand the outbound travel market（+/-）</li>
</ul>


LI: Li Auto adds L9 Pro trim to L9 series (+)
BABA/JD：Cainiao started half day delivery in 8 cities（+ / -）
3690HK/TCOM: Meituan established a strategic partnership with Amadeus to expand the outbound travel market（+/-）


China TMT Update-LI/BABA/JD/3690hk/TCOM-L9 Pro Trim/Cainiao Half Day Delivery/Meituan and Amadeus

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Oil & Natural Gas Corp / Technical Analysis

<ul>
<li>MSCI EM (EEM-US) continues to show signs of bottoming as it has held above our $37-$37.50 line-in-the-sand. </li>
<li>Major 1+ year resistance on the EEM-US is at $42, and a breakout would mean the bottom is in (and would be a buy signal).</li>
<li>Favor EM over EAFE due to 2.5-year downtrend reversal in the EAFE vs. EM ratio. Top Overweights: Taiwan, India, Greece; Attractive EM Sectors: Energy, Technology, Consumer Discretionary, Financials</li>
</ul>


MSCI EM (EEM-US) continues to show signs of bottoming as it has held above our $37-$37.50 line-in-the-sand. 
Major 1+ year resistance on the EEM-US is at $42, and a breakout would mean the bottom is in (and would be a buy signal).
Favor EM over EAFE due to 2.5-year downtrend reversal in the EAFE vs. EM ratio. Top Overweights: Taiwan, India, Greece; Attractive EM Sectors: Energy, Technology, Consumer Discretionary, Financials


MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted

China

Li Auto Inc. manufactures automobiles. The Company designs, develops, and sells smart new energy electric sport utility vehicles. Li Auto conducts businesses in China.

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Li Auto (LI US)

CX Daily: Clock Ticking on Country Garden’s Debt Bomb

Country Garden /Cover Story: Clock ticking on Country Garden’s debt bomb Tax /: China extends tax incentives by two years to bolster housing...

Caixin Global

China TMT Update-PDD/ATAT/XPEV/NIO/LI-Temu Increases Prices/Hotel RevPAR Declines/G9 Facelift

PDD: Temu reportedly increases product prices in certain regions (+)/Atour Lifestyle: hotel RevPAR begin to decline/XPEV/NIO/LI: Xpeng to launch G9...

Blue Lotus Research Institute

China TMT Update-Luckin/CATL/LI/700.HK:HoK Crisis;Coffee Price War Continue; Shenxing Battery

Luckin Coffee: Price war continue and competition in low tier cities expansion intensified;CATL/ LI: CATL unveils Shenxing Battery ( + / +);700.HK:...

Blue Lotus Research Institute

China TMT Update-LI/BABA/JD/3690hk/TCOM-L9 Pro Trim/Cainiao Half Day Delivery/Meituan and Amadeus

LI: Li Auto adds L9 Pro trim to L9 series (+);BABA/JD: Cainiao started half day delivery in 8 cities;3690HK/TCOM: Meituan established a strategic...

Blue Lotus Research Institute

MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted

MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...

Vermilion Research

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