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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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02 Jul 2024 23:45

US Battery and Solar Investments, One Year After, Part I

We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...

02 Jul 2024 18:09

[Blue Lotus Daily]:1810HK/1211HK/LI/NIO /XPEV/ATAT/2352CH/BEKE/2618HK/2352SZ/ZTO/1519HK/981HK/9699HK

​EV sales surge in 25th week of 2024, Atour Hotel 4.0 opens in Xi'an, China raises tax-free allowance for resident travelers from Hong Kong and Macao.

27 Jun 2024 17:20

[Blue Lotus Daily]:1810 HK/JD US/ATAT US/BEKE US/981 HK

​Xiaomi EV deliveries rebound, smartphone sales volume grows, Atour Planet sees significant GMV growth during 618 promotion.

27 Jun 2024 15:42

[Atour Lifestyle (ATAT US, BUY, TP US$36) Target Price Change]: 618-Commerce Sales Set a New Record

​Atour sees strong sales growth during 618 promotions, with retail driving positive revenue and maintaining positive RevPAR growth. Analysts raise...

26 Jun 2024 08:41

What's Behind Akeso's Cadonilimab Price Cut and What's Next?

​Akeso's proposition is to develop BsAb as a universal anti-cancer drug. Its revenue from Cadonilimab in the out-of-hospital market for Cervical...

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