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Blue Lotus Research Institute
China growth and global non-US Internet equities
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Hong Kong
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bullish
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Xiaomi Corp
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27 Apr 2024 15:52
[Xiaomi (1810 HK, BUY, TP HK$20) Rating Change]: Xiaomi EV Came at the Right Time of Consolidation
Xiaomi surprised during the Investor Day by guiding SU7 gross margin of 5-10%. Delivery guidance also surprised to ship 100k units in 2024.
Blue Lotus Research Institute
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26 Apr 2024 20:42
[Blue Lotus Daily]:9926HK/1801HK/BGNE US/9995HK/LI US/1810HK/1211HK/NIO US/XPEVUS/300274SZ/ 300750SZ
Stablization of insulin NDRL price suspected major changes. New energy exports were generally weak in March, with new energy vehicles thriving....
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26 Apr 2024 16:55
[Blue Lotus Daily - TMT Update]:JD US/BABA US/2618 HK/6690 HK/000333 SH/000651 SH/1810HK/700HK/SHEIN
Some cities begun to roll out “Trade Old in for New” subsidies. will commence pre-sales on Tencent's WeGame on May.SHEIN launches support for self...
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24 Apr 2024 16:39
[Blue Lotus Daily - TMT Update]:700 HK/3690 HK/TCOM US/BIDU US/MNSO US/PDD US/BABA US/NTES US
USTR initiates section 301 investigations on China Maritime and logistics,.Meituan Promotes Marketing Tool "Divine Membership" <blood strike> has...
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24 Apr 2024 15:51
[Blue Lotus Daily]:1810HK/LI US/LKNCY US/AAPL/TSM/1810 HK
Tesla cuts prices of all series to compete with XiaomiSU7 and LI L6.Huawei launches new flagship featuring upgrading processors.LI cuts price,...
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