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Robert McKay
China New Economy Equity Analyst
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Blue Lotus Research Institute
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Location:
China
Joined:
14 May 2024
2
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462
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13
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Hong Kong
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Information Technology & Consumer Discretionary
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Equity Bottom-Up
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Thematic (Sector/Industry)
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bullish
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Thematic (Sector/Industry)
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10 Jul 2024 18:59
China's E-Commerce Is Not as Bad as the Stock Prices Suggest
Rumors of weak 618 sales and high keep-it-refunds ratios were unfounded. While long term consumption in China does have challenges, near term...
Blue Lotus Research Institute
179 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2024 12:16
China's Near-Term Semiconductor Bottleneck Isn't ASML
China's semiconductor bottleneck isn't lithography tools in the near term, it is etchers. We see ST pressure, MT opportunity and LT challenge from...
Blue Lotus Research Institute
283 Views
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