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 (Apr.18): XPEV/LKNCY/1211HK - Xpeng Unveils Next-Gen Technology Architecture

China TMT Update (Apr.19) - LI/9995HK/LGEN:Li Auto Unveils All-Electric Solution

China TMT Update（Apr.20）700 HK/Jd/Baba/Vips/3690.hk/LEGN:  Launches

China TMT Update (Apr. 7) JD/Baba/PDD/1024HK/3690HK: Kuaishou Resumes Exploration of Local Services

China TMT Update(Apr.11/Pt1) - PDD/JD/Li - PDD Launches Electronic Product Consumption Promotion

China TMT Update: JD/PDD/981HK/1347HK/650HK/ACMR - Small Merchants Rebel Against PDD Policies

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

China Health care / Thematic (Sector/Industry)

<ul>
<li>LKNCY: Luckin Coffee launch new flavor Mint Coconut latte, and co-brand with Doraemon, but with no expectation to be the next blockbuster(+)</li>
<li>BGNE/9969HK:Abbview &amp; J&amp;J voluntarily withdrew two major indication of IMBRUVICA, a known positive to BeiGene but within our expectations (+)</li>
<li>ZLAB: GSK's court battle loss to AZ likely will not affect Zai Lab's royalty obligation on Zejula (/)</li>
</ul>


LKNCY: Luckin Coffee launch new flavor Mint Coconut latte, and co-brand with Doraemon, but with no expectation to be the next blockbuster(+)
BGNE/9969HK:Abbview &amp; J&amp;J voluntarily withdrew two major indication of IMBRUVICA, a known positive to BeiGene but within our expectations (+)
ZLAB: GSK's court battle loss to AZ likely will not affect Zai Lab's royalty obligation on Zejula (/)


China TMT Update(Apr.12/Pt2)-LKNCY/BGNE/9969HK/ZLAB - Abbview & J&J Voluntarily Withdrew