China TMT Update-BABA/VIPS/JD/PDD/3690.HK/1810.HK/2454.TT/BEKE-Catering Was the Top Growing Category
Catering was the top growing consumption category in July;Xiaomi launches new products at annual Lei Jun conference; New home sales in July remain...
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[Blue Lotus Macro]: Underestimating the Pain but Unable to Turn Back
The slew of negative economic data for July traces its root to the inadequacy of industries Chinese government wants to promote towards generating...
211 Views
E-Commerce Giants Rush to Roll Out ‘Full-Service’ Business Model
E-commerce platforms worldwide, including Chinese-owned fast-fashion rivals Shein and Temu, are embracing a novel business model that offers...
402 Views
A Look at How SF Holding Differs from A) Its Express Peers and B) The Pre-Covid Version of Itself
In this insight we compare today's SF Holding to its Chinese peers and to the pre-Covid version of itself. We also look at EV/Sales valuations and...
508 Views
[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...
271 Views