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Shawn Yang
China/Asia TMT
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China
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20 December 2022
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bullish
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14 Oct 2023 17:45
China TMT Update-Oct.14-3690.HK/BABA/JD/DADA/DDL/9699.HK/Kanzhun/700.HK/CPNG:Douyin 1-Hr Delivery
Douyin adds a more prominent entrance for its 1-hr delivery supermarket feature; No signal for rebound in job market in China yet; QQ Browser...
Blue Lotus Research Institute
1.1k Views
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bullish
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Thematic (Sector/Industry)
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13 Oct 2023 09:09
China TMT Update-Oct.13-KE/FUTU/BABA- Beike Acquires “iKongjian”/Futu Japan MAU/Lazada Waived Fees
Beike is going to acquire the home renovation company “iKongjian”;Futu Japan app’s MAU increase rapidly;Alibaba's Lazada waived seller fees to take...
Blue Lotus Research Institute
1.1k Views
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bullish
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12 Oct 2023 08:55
CHina TMT Update Oct.12-Pt.2-BABA/BILI/U::Taobao Upgrades Membership/Bilibili Aims to Double DAU
BABA:Taobao upgrades its membership program in preparation for 11.11; BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU; U: Unity CEO...
Blue Lotus Research Institute
1k Views
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bearish
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Thematic (Sector/Industry)
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12 Oct 2023 08:44
China TMT Update Oct.12-Pdd/Baba/4385jp/BABA/LI/NIO/XPEV-TikTok Shop US/Taobao Management Change
TikTok Shop US opened up; rumor says Taobao/Tmall looking to shuffle CEO; AITO’s sales performance during the National Day holiday see good...
Blue Lotus Research Institute
995 Views
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bullish
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Thematic (Sector/Industry)
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12 Oct 2023 08:37
[Blue Lotus Internet Sector Update]: Increasing Marginalization of Middle-Sized Companies
We raised Tencent's TP by 4% to HK$417 while keeping Alibaba unchanged. We cut Kuaishou and Bilibili’s TP by 8% and 3% and maintain SELL.
Blue Lotus Research Institute
972 Views
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