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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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bullishTrip.com
21 Nov 2024 21:00

[Trip.com (TCOM US, BUY, TP US$74) Target Price Change]: C3Q24 Review: Domestic Story Back in Focus

​TCOM beats revenue and operating income estimates in Q3, expects growth to accelerate in Q4 and 2025 with domestic travel recovery and overseas...

bullishXiaomi Corp
21 Nov 2024 20:44

[Xiaomi Inc. (1810 HK, BUY, TP HK$33) Target Price Change]: Good Result, and It Will Only Get Better

​Xiaomi beats revenue expectations in CY3Q24, expected to strengthen in C4Q with IoT drive and production increase, leading to a raised price target.

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...

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