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

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

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

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

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>NTES: NetEase testing a new magic academy simulation game in Japan (+)</li>
<li>PDD: PDD officially launches 6.18 event, but there aren't many surprises (-)</li>
<li>NIO/LI: NIO announces pricing details of all-new ES6 (- / +)</li>
</ul>


NTES: NetEase testing a new magic academy simulation game in Japan (+)
PDD: PDD officially launches 6.18 event, but there aren't many surprises (-)
NIO/LI: NIO announces pricing details of all-new ES6 (- / +)


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