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 Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>Bytedance/3690 HK: Douyin in-store GMV increased 256% YoY in 2023, miss target by 5% (+)</li>
<li>PDD: AliExpress to focus on expanding in the US market this year (-)</li>
<li>NTES: The latest developments about the reconciliation between NetEase and Blizzard (+)</li>
</ul>


Bytedance/3690 HK: Douyin in-store GMV increased 256% YoY in 2023, miss target by 5% (+)
PDD: AliExpress to focus on expanding in the US market this year (-)
NTES: The latest developments about the reconciliation between NetEase and Blizzard (+)


[Blue Lotus Daily - TMT Update]: NTES/3690 HK/Bytedance/PDD