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 TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free

China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Real Estate Industry Update: Property sales remain lukewarm in August, price declined marginally(/)</li>
<li>Real Estate Industry Update: Local media survey indicate China home purchase willingness increased in September post policy stimulus(+)</li>
<li>AAPL/JD: JD pre-registrations for iPhone 15 slightly lower than iPhone 14, and ASP largely unchanged (-)</li>
</ul>


Real Estate Industry Update: Property sales remain lukewarm in August, price declined marginally(/)
Real Estate Industry Update: Local media survey indicate China home purchase willingness increased in September post policy stimulus(+)
AAPL/JD: JD pre-registrations for iPhone 15 slightly lower than iPhone 14, and ASP largely unchanged (-)


China TMT Update-AAPL/JD/BEKE-Pre-Registrations for IPhone 15 Slightly Lower than IPhone 14