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 Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.

China TMT Update: Ke/Nio/JD/BABA/PDD-Douyin Launches Self-Operated (1P) Store; Nio's ET5;

AMZN/PDD/Shein/FUTU/TikTok: TikTok Launching “Mall” and “fully Managed” Model in the USA and UK

China TMT Update Jun 1 - 700.HK/Douyin/3690.HK/TCOM/Li- Supercell’s New Game Receives Unenthusiastic

China TMT Update June 2 - PDD/700.HK/LKNCY: Pinduoduo Starts "618 " Campaign, Investing 5 Bn RMB

China TMT Update June 3 - KE/LI/NIO/XPEV: Xpeng to Begin Presale for G6 on June 9(+)

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<ul>
<li>LKNCY: Luckin Coffee opened No.10k store, and extended discount coupon coverage (-)</li>
<li>U US: Apple provides Unity with unique development privileges for Vision Pro (+)</li>
<li>CPNG US: a congestion in the customs clearance process at Pyeongtaek Port due to a surge in packages from Chinese e-commerce platforms.(-)</li>
</ul>


LKNCY: Luckin Coffee opened No.10k store, and extended discount coupon coverage (-)
U US: Apple provides Unity with unique development privileges for Vision Pro (+)
CPNG US: a congestion in the customs clearance process at Pyeongtaek Port due to a surge in packages from Chinese e-commerce platforms.(-)


China/Asia TMT Update- Luckin/Unity/Coupang:No.10k Store, Apple Vision Pro, Congestion at Pyeongtaek