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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
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03 November 2023
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Information Technology & Consumer Discretionary
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Equity Bottom-Up
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bullish
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Thematic (Sector/Industry)
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10 Feb 2025 01:00
[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
CNY gift giving boosts express delivery growth, BYD to add ADS to low priced cars, Chinese EV makers engage in price wars with potential financing...
Blue Lotus Research Institute
156 Views
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bullish
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Thematic (Sector/Industry)
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27 Jan 2025 03:11
[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For
Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...
Blue Lotus Research Institute
323 Views
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bullish
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Thematic (Sector/Industry)
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20 Jan 2025 01:51
[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
Blue Lotus Research Institute
221 Views
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bullish
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Trip.com
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16 Jan 2025 11:54
[Trip.com (TCOM US, BUY, TP US$74) Preview]: C4Q24: Thailand Kidnapping Strengthens Domestic
TCOM expected to report slightly lower revenue due to weak outbound travel, but domestic and inbound travel remain strong. Positive outlook on...
Blue Lotus Research Institute
253 Views
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bullish
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Thematic (Sector/Industry)
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13 Jan 2025 01:30
Blue Lotus China Growth Equity Weekly (2/2025): Tesla Heading into a Different Chinese EV Market
2025 trade-in subsidies favor Xiaomi and JD.com. China's new measure at limiting LFP battery exports added on export bans. Geely is new player at...
Blue Lotus Research Institute
194 Views
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