[Blue Lotus Daily]:300750 SZ/1211 HK/ATAT US/NIO US
CATL surpasses BYD in fast charging with 2nd generation Shenxing LFP battery. Hotel RevPAR decline narrows slightly. ONVO L90 from NIO appears in...
194 Views
[BYD Company (1211 HK, BUY, TP HK$400) TP Change]: Better than Expected ASP Is the Positive Surprise
BYD's strong Q1 performance driven by improved product mix and potential China-EU deal on EV market access; TP raised to HK$400.
319 Views
[Atour Lifestyle (ATAT US, BUY, TP US$37) Review]: Higher-Quality Growth Extending into 2025
Atour beats revenue estimates, expects decline in 2025 RevPAR to be temporary due to supply chain improvements and government support. TP remains...
243 Views
[Miniso Group (MNSO US, SELL, TP US$16) TP Change]: C4Q24 Review: Downside Not yet Fully Priced In
MNSO reports lower revenue and EBIT than expected, concerns over growth quality, slow SSSG and overseas investment not fully reflected in stock...
286 Views
[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...
221 Views