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

China Internet Weekly Wrap (52/​2024): Visa Free Entry, Social Gift Sending & E-Commerce Tax

Meituan (3690 HK): Online Drug Sales Is the First Sweet Spot of O2O Vs. E-Commerce

China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

Philippines Interactive media and services / Thematic (Sector/Industry)

<ul>
<li>New and renewed trade-in subsidies on smart phone, tablet and wearables can add low to high single digit growth to major e-commerce platforms. Raising basic pension invites more questions;</li>
<li>Meituan's latest anti-fatigue and algorithm change is a way to deflect criticism of its not paying social security for its riders;</li>
<li>Several games on NetEase received positive feedbacks, paving way for a rebounding 2025.</li>
</ul>


New and renewed trade-in subsidies on smart phone, tablet and wearables can add low to high single digit growth to major e-commerce platforms. Raising basic pension invites more questions;
Meituan's latest anti-fatigue and algorithm change is a way to deflect criticism of its not paying social security for its riders;
Several games on NetEase received positive feedbacks, paving way for a rebounding 2025.


China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES