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Blue Lotus Non US Internet 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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Alibaba Group Holding
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19 Jul 2024 22:22
[Blue Lotus E-Commerce Sector Update]: Tax Reform a Light at the End of the Tunnel for Ecommerce
June sales pulled into May led to disappointing June NBS data. Online retail grew 5.1% yoy in May/June and 6.4% yoy in 2Q24. PDD led in GMV...
Blue Lotus Research Institute
379 Views
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bullish
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Thematic (Sector/Industry)
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18 Jul 2024 17:49
[Blue Lotus Daily-TMT Update]:700HK/JD US/PDD US/BABA US/NTES US/SE US/TCOM US/ATAT US/3690HK/BABAUS
Tencent's <civilization mobile> ranks second on iOS download chart, JD US to launch "Super 18" promo event, PDD US announces new requirements for...
Blue Lotus Research Institute
182 Views
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bullish
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16 Jul 2024 12:12
[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/
NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume...
Blue Lotus Research Institute
191 Views
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bullish
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Thematic (Sector/Industry)
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11 Jul 2024 17:14
[Blue Lotus Daily-TMT Update]:PDD US/META/700 HK/NTES/BIDU/3690 HK/JD/DADA/DDL/002024 CH/SHEIN/BABA
Temu remains popular in the US, PDD introduces new ad-tool, Tencent's game to end service on September 9th.JD launches Dutch-style auction.
Blue Lotus Research Institute
183 Views
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bullish
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Thematic (Sector/Industry)
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09 Jul 2024 17:18
[Blue Lotus Daily-TMT Update]:3690 HK/TCOM US/700 HK/JD US/BABA US/PDD US/1519HK/ZTOUS/NTESUS/BILIUS
Kuaigou Dache lowers commission rate for drivers, Ctrip introduces Family Card for booking trips for elderly parents, Honor of Kings to launch...
Blue Lotus Research Institute
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