[Blue Lotus China New Consumer Weekly, 12/52] Choice of the Less Evil Between Trumponomics' Outcomes
China's economic data remains mixed, with PBOC closely following US policy. Stimulus may become irrelevant as China's EV sector sees strong growth...
206 Views
[KE Holdings (BEKE US, BUY, TP US$25) Earnings Review]: Housing Inventory Resolution Drives Recovery
Beike beats revenue estimates but misses on operating profit due to expansion costs. Expected to gain market share in 2025. Stock remains a buy...
300 Views
[Li Auto Inc. (LI US, SELL, TP US$20) Target Price Change]: Still No Convinced on a 2025 Turnaround
Li Auto's revenue and net income fall short of estimates, leading to reduced forecasts and a lowered price target of US$20 with a SELL rating.
205 Views
[Blue Lotus China New Consumer Weekly, 11/52] Our First Read of Trumponomics
Analysis of Trump's economic policy, Inner-Mongolia's child birth policy, and updates on BYD, Xiaomi, XPEV, and LI Auto in the market.
254 Views
[Kanzhun (BZ US, BUY, TP US$20) TP Change]: Catalysts from Robust Post CNY Hiring and AI Initiative
Kanzhun Limited (BZ) beats earnings expectations in 4Q24 with efficient user acquisition, raising 2025 revenue forecast by 2.5% and increasing...
182 Views