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(Mar.31) - Baba/ 700HK/1024HK/BILI/BIDU/ATAT: Baba Management's Call

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

China TMT Update - BILI/BEKE/9995HK -Some BILI Content Creators Reportedly Cease to Upload Videos(-)

China TMT Update (Mar.27) - BABA/JD/ PDD/VIPS/LI/700HK/NTES/BILI/ - Tmall Outlines Upcoming Changes

China TMT Update （Mar. 28）- XPEV / LKNCY/BABA : Jack Ma Appears in Hangzhou

China TMT Update(Mar.23): 3690HK/PDD/BABA - Surplus Meituan Delivery Riders Could Improve Margins

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>Baba： Alibaba is to establish 6 business units and could pursue independent listings（+）</li>
<li>BIDU： Baidu release large-scale model "Wen Xin Qian Fan” for enterprise（+）</li>
<li>ATAT： Atour Lifestyle: Huazhu reported 4Q22 financial results and operating performance（+）； Accor striking on its own following departure from Huazhu and Jinjiang, opening new possiblities for collaboration（+）</li>
</ul>


Baba： Alibaba is to establish 6 business units and could pursue independent listings（+）
BIDU： Baidu release large-scale model "Wen Xin Qian Fan” for enterprise（+）
ATAT： Atour Lifestyle: Huazhu reported 4Q22 financial results and operating performance（+）； Accor striking on its own following departure from Huazhu and Jinjiang, opening new possiblities for collaboration（+）


China TMT Update (Mar.29): Baba/BIDU/ATAT: Alibaba Is to Establish 6 Business Units