In today’s briefing:
- [Blue Lotus Daily – TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK
- [Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS
- GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
[Blue Lotus Daily – TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK
- PDD US/SHEIN/AMZN US: Temu opens up platform to brand merchants (+/-/-)
- TCOM US/3690 HK/ATAT US : Visa-free policy for 12 countries including France extended until December 31, 2025.(+/+/+)
- 700 HK: After the release of new limited skins for <League of Legends: Wild Rift>, there has been a noticeable rebound in grossing rankings.(+)
[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS
- ATAT US/TCOM US : The international hotel management group maintains a cautious attitude towards China throughout the year.（-/-）
- 1211HK/LIUS/NIOUS/XPEVUS/1810HK:EV sales solid in the 5th week of April 2024, NIO continues to benefit from SU7 overflow, BYD continues to be strong, and Xiaomi deliveries decline for three consecutive weeks.(+/+/+/-/-)
- 300274 SZ / 300750 SZ/ 1211 HK : Tesla’s Shanghai energy storage gigafactory was approved, mainly producing energy storage for export, benefiting China’s supply chain.(+/+/ -)
GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
- The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Indonesian and Philippine GDP growth, and Chinese exports data.
- Companies mentioned:Huawei Technology (40978Z CH), Naver Corp (035420 KS)
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