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Blue Lotus Research Institute

Blue Lotus Research Institute
China growth and global non-US Internet equities

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Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)
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bullishPDD Holdings
02 Mar 2024 00:44

[PDD Holdings Inc. (PDD US, BUY, TP US$178) TP Change]: Fine-Tuned Extraction of Merchant Profits

​PDD expected to report strong earnings with increased revenue and net income, driven by higher Temu revenue and improved take-rate. Analysts...

bullishLi Auto
28 Feb 2024 17:56

[Li Auto Inc. (LI US, BUY, TP US$52) TP Change]: What Can Go Wrong & Go Right in LI Becoming BYD #2

​LI Auto exceeded expectations in top line, operating profit, and net income, with potential for increased exports but possible gross margin...

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27 Feb 2024 18:00

[Blue Lotus Daily]:LI/XPEV/NIO/1211 HK/BEKE/ZLAB

​Strong EV brands like Li and Tesla saw better sales during CNY; ByteDance suspends home decoration business; BMS outsources Opdivo sales to Zai...

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27 Feb 2024 17:51

[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP

​Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.

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bullishBaidu
27 Feb 2024 16:43

[Baidu, Inc. (BIDU US, BUY, TP US$146)TP Change]: The Commercialization Path of AI Is Becoming Clear

​Baidu's Q4 earnings in line with expectations, slight miss due to marketing costs, cloud revenue strong from AI products, target price cut to $146...

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