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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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Hong Kong
Joined:
03 November 2023
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Information Technology & Consumer Discretionary
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bearish
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Thematic (Sector/Industry)
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02 Jul 2024 23:45
US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
Blue Lotus Research Institute
94 Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2024 18:09
[Blue Lotus Daily]:1810HK/1211HK/LI/NIO /XPEV/ATAT/2352CH/BEKE/2618HK/2352SZ/ZTO/1519HK/981HK/9699HK
EV sales surge in 25th week of 2024, Atour Hotel 4.0 opens in Xi'an, China raises tax-free allowance for resident travelers from Hong Kong and Macao.
Blue Lotus Research Institute
121 Views
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bullish
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Thematic (Sector/Industry)
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27 Jun 2024 17:20
[Blue Lotus Daily]:1810 HK/JD US/ATAT US/BEKE US/981 HK
Xiaomi EV deliveries rebound, smartphone sales volume grows, Atour Planet sees significant GMV growth during 618 promotion.
Blue Lotus Research Institute
170 Views
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bullish
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Atour Lifestyle Holdings
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27 Jun 2024 15:42
[Atour Lifestyle (ATAT US, BUY, TP US$36) Target Price Change]: 618-Commerce Sales Set a New Record
Atour sees strong sales growth during 618 promotions, with retail driving positive revenue and maintaining positive RevPAR growth. Analysts raise...
Blue Lotus Research Institute
163 Views
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bullish
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Akeso Biopharma Inc
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26 Jun 2024 08:41
What's Behind Akeso's Cadonilimab Price Cut and What's Next?
Akeso's proposition is to develop BsAb as a universal anti-cancer drug. Its revenue from Cadonilimab in the out-of-hospital market for Cervical...
Blue Lotus Research Institute
214 Views
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