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Eric Wen

Eric Wen
Blue Lotus China New Economy Research
Blue Lotus Research Institute

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Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up 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;...

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.

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...

bearishXPeng
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...

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...

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