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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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Information Technology & Consumer Discretionary
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bullish
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Kanzhun
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26 Jul 2024 20:46
[Kanzhun (BZ US, BUY, TP US$19) TP Change]: Impacted by Poor Macro but Still on Top of Competition
Expecting a 5% YoY decline in cash billing for BZ in 2Q24 due to weakening hiring demand, but user matrices are still growing. TP lowered to US$19...
Blue Lotus Research Institute
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93 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2024 18:52
[Blue Lotus Daily-TMT Update]:1797 HK/JD US/BABA US/PDD US/3690 HK/1024HK/700HK/NTE US/TCOMUS/AMZNUS
Popular live streamer Dong Yuhui leaves East Buy, AliExpress fined for data privacy violation in Korea, and Guangdong Province allows games to be...
Blue Lotus Research Institute
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108 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2024 17:38
[Blue Lotus Daily]:1810 HK/AAPL/981 HK/LKNCY US/BZ US/LI US/1211 HK
Xiaomi's China unit sees growth, acquires land for new EV factory, while SMIC's upcoming "5nm" process promises efficiency boost.
Blue Lotus Research Institute
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bullish
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Meituan
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26 Jul 2024 16:12
[Meituan (3690 HK, BUY, TP HK$160) TP Change]: Resilient Catering & Eased Competition Support Growth
Meituan's strong performance in Q2 2024 driven by resilient catering demand and improved profitability, stock maintained as BUY with raised target...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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26 Jul 2024 09:17
Demand for AI Chips Might Cut Huawei's Smartphone Semiconductor Short
US AI accelerator and wafer equipment restrictions are widening the US/China AI compute gap. Expect Huawei to curtail smartphone IC in favor of AI...
Blue Lotus Research Institute
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