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 21:Tencent/Baba/ISRG/2252.hk:Mini Games/Baba New Management/Surgical Robots

China TMT Update-NTES/1024.HK/ZTO: Kuaishou Raises Service Fees; Harry Potter Mobile Overseas;parcel

China TMT Update-NTES/700.HK/9995HK/1801HK/LKNCY/2150HK/ATAT/3690HK:Game Code,ADC-PD1, Tourism Spend

China TMT Update-Xpev/Li/Nio/1211hk/Tsla/NTES/700HK: Extends NEV Purchase Tax Exemption Until 2025

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>PDD/1024.HK/700.HK: PDD adds an entrance that is dedicated to viewing live broadcasts (+/-/-)</li>
<li>Luckin Coffee: Luckin Coffee cooperate with OneContract Cloud to develop internal contract management system, which is intended to improve the efficiency of franchise store opening.</li>
<li>BILI: Bilibili Will Change Video Display Metrics to Measure Watch Time Instead of View Counts (-)</li>
</ul>


PDD/1024.HK/700.HK: PDD adds an entrance that is dedicated to viewing live broadcasts (+/-/-)
Luckin Coffee: Luckin Coffee cooperate with OneContract Cloud to develop internal contract management system, which is intended to improve the efficiency of franchise store opening.
BILI: Bilibili Will Change Video Display Metrics to Measure Watch Time Instead of View Counts (-)


China TMT Update-PDD/1024.HK/700.HK/Luckin/BILI: PDD Adds Live Broadcasts;Bili Changes Video Display