In today’s briefing:
- [Blue Lotus Daily – TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK
- The Stocks to Own in Asia – Vol. 43
- [Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK
- The Stocks to Own in ASEAN – Vol. 45
- Five Trends in Technology for 2024 – Outlook for Key Markets in Tech
[Blue Lotus Daily – TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK
- 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 (+)
The Stocks to Own in Asia – Vol. 43
- We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
- Portfolio changes: Three stock remains, 11 stocks added to our portfolio
- Since its inception, it has generated a before-fee total return of 128% versus the MSCI Asia ex Japan of 59%
[Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK
- XPEV: XPeng G9 gaining traction in its launch in Europ (+)
- 1211.HK/3931.HK: 9 Power Battery Companies exited the market in 2023 (+)
- JD/1810.HK/981.HK: Huawei new smartphones cases listed, prelude to new handset launch (-/+/+)
The Stocks to Own in ASEAN – Vol. 45
- We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
- Portfolio changes: Six stocks remain, eight stocks added to our portfolio
- Since its inception, the portfolio has generated a before-fee total return of 184% versus MSCI ASEAN’s 21%
Five Trends in Technology for 2024 – Outlook for Key Markets in Tech
- After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to ~11% in 2024.
- Major secular trends such as mobile commerce (m-commerce) and buy now, pay later (BNPL) should help drive the market forward.
- Digital advertising is expected to grow 9% to $719 billion, with a potential major boost from the fast- growing free ad-supported streaming television (FAST) as major players such as Netflix, Amazon, and Google introduced new content and services to draw increased consumer adoption.
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