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 (May.12) - Shein/PDD/700.HK/BABA/JD/ZLAB:Shein's Newly-Launched Marketplace

China TMT Update (May.16) - 1801HK/1810HK/3690HK: A Review of Meituan’s In-Store Business Strategy

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

China TMT Update(May 5-Pt2): 3690.hk/Baba/PDD/LEGN - Meituan and Alipay Release May 1st Holiday Data

China TMT Update (May.9) - 1877.HK/Bidu/1801.HK - JUNSHI and Dr. Reddy Signed Agreement

China TMT Update (May 5-Pt1): NTES/PDD/LKNCY/2150HK/ATAT：Justice Mobile Launches 2nd Round Test

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>3690.HK/Douyin: Douyin's latest strategy in China food delivery market, per Chinese local media reports (-)</li>
<li>1024: Kuaishou launches annual eCommerce conference for merchants ( + )</li>
<li>LEGN：Legend raised another US$350mn, which can support at least one year of operation (+)</li>
</ul>


3690.HK/Douyin: Douyin's latest strategy in China food delivery market, per Chinese local media reports (-)
1024: Kuaishou launches annual eCommerce conference for merchants ( + )
LEGN：Legend raised another US$350mn, which can support at least one year of operation (+)


China TMT Update(May 10) - 3690.HK/Douyin/1024.HK/LEGN: Douyin's Latest Strategy in Food Delivery