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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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03 November 2023
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bullish
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Thematic (Sector/Industry)
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21 Nov 2024 17:13
[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US
Market demand is booming in 46th week of 2024, new brands gaining share; XPEV's Q3 revenue exceeds expectations but service revenue disappoints;...
Blue Lotus Research Institute
40 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2024 17:31
[Blue Lotus Daily]:300750 CH/1211 HK/JKS US/601012 CH/688599 CH/002459CH/1810HK/LI/NIO/XPEV/BEKE/ZTO
China cancels export tax rebate, Geely Group to merge electric brands, home transaction growth strong in first-tier cities.
Blue Lotus Research Institute
133 Views
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bullish
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Atour Lifestyle Holdings
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15 Nov 2024 20:12
[Atour (ATAT US, BUY, TP US$37) TP Change]: Strong 11.11 Sales Recalibrate E-Commerce Potential
Atour's strong pillow sales on 11.11 lead to increased revenue estimates and potential for hotel expansion, prompting a raise in target price and...
Blue Lotus Research Institute
239 Views
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bearish
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XPeng
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14 Nov 2024 18:59
[XPeng Inc. (XPEV US, SELL, TP US$5) Company Update]: Material and Component Pricing Drove Cost Down
LEAP Motors' C3Q24 results show potential for high profit margins on low-priced EVs, prompting a slight increase in XPEV's revenue and gross...
Blue Lotus Research Institute
164 Views
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bullish
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Thematic (Sector/Industry)
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14 Nov 2024 17:24
[Blue Lotus Daily]:BEKE US/1211 HK/TSLA US/1810 HK/XPEV US/NIO US/LI US/ATAT US/BIDU US
Government in BEKE US cuts property transaction taxes, saving 2.5%-4.5% per unit; EV deliveries mixed in 45th week, Atour Pillow's Double 11 sales...
Blue Lotus Research Institute
112 Views
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