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

700.HK/Douyin/3690.HK/XPEV/1211HK/TSLA/LI/NIO: China to Extend Purchase Tax Exemption for NEVs

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

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

China TMT Update May 31 - NTES/PDD/NIO/LI-PDD Officially Launches 6.18 Event (-)

China TMT Update(May 24) - 700.HK/NTES/BILI/ZLAB/MNSO: Tencent, NetEase, Bilibili Receive Game Code

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>PDD: Pinduoduo starts its "618 Opening Red" campaign, investing 5 billion RMB and offering subsidies for 4 consecutive days</li>
<li>Tencent: Streamers and players indicate that there have been a large number of AI-controlled bots appearing in the matches of the game "Honor of Kings".</li>
<li>LKNCY: COTTI Coffee opened its No.3000 stores, and Luckin Coffee is going to open its No.10k store.(/)</li>
</ul>


PDD: Pinduoduo starts its "618 Opening Red" campaign, investing 5 billion RMB and offering subsidies for 4 consecutive days
Tencent: Streamers and players indicate that there have been a large number of AI-controlled bots appearing in the matches of the game "Honor of Kings".
LKNCY: COTTI Coffee opened its No.3000 stores, and Luckin Coffee is going to open its No.10k store.(/)


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