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

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>TCOM/HTHT/ATAT: China Tourism - OTA platform DAU remain lackluster, weak year end travel demand (-)</li>
<li>MNSO: Korea’s top dollar store chain Daiso buys out Japanese shareholder (-)</li>
<li>9995HK：Harbour BioMed have signed an exclusive licensing agreement with Pfizer of a mesothelin (MSLN) antibody-drug conjugate (ADC) (-) </li>
</ul>


TCOM/HTHT/ATAT: China Tourism - OTA platform DAU remain lackluster, weak year end travel demand (-)
MNSO: Korea’s top dollar store chain Daiso buys out Japanese shareholder (-)
9995HK：Harbour BioMed have signed an exclusive licensing agreement with Pfizer of a mesothelin (MSLN) antibody-drug conjugate (ADC) (-) 


[Blue Lotus Daily]: TCOM/HTHT/ATAT/MNSO/9995 HK/XPEV