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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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Hong Kong
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03 November 2023
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Information Technology & Consumer Discretionary
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bullish
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Trip.com
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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...
Blue Lotus Research Institute
33 Views
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bullish
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Xiaomi Corp
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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.
Blue Lotus Research Institute
30 Views
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bullish
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Thematic (Sector/Industry)
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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;...
Blue Lotus Research Institute
94 Views
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bullish
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Thematic (Sector/Industry)
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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.
Blue Lotus Research Institute
133 Views
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bullish
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Atour Lifestyle Holdings
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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...
Blue Lotus Research Institute
239 Views
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