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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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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...

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. ...

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.

bullishTrip.com
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...

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...

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