bullish

[Blue Lotus Daily-TMT Update]:BABA US/PDD US/JD US/NTES US/TCOM US/ATAT US/3690 HK/700 HK

141 Views30 Jul 2024 16:46
​Alibaba changes fees for Taobao/Tmall merchants, NetEase's <naraka mobile> ranks 3rd in China iOS chart, hotel RevPAR drops 9% YoY in July.</naraka>
What is covered in the Full Insight:
  • Alibaba Group Holding: Taobao/Tmall Merchant Fees Overhaul
  • NetEase: <Naraka Mobile> First-Day Performance
  • Trip.com & Atour: Hotel RevPAR Drop
  • Meituan: Convenience Store Deliveries, Consumer Subsidies, and Bike Pricing
  • Tencent: Gaming Updates and Sequels
SUMMARY
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily-TMT Update]:BABA US/PDD US/JD US/NTES US/TCOM US/ATAT US/3690 HK/700 HK
    30 Jul 2024
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