Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>BABA/1801 HK: Taobao officially starts the development of native HarmonyOS applications, accelerating the mobile ecosystem to de-Androidize (+/-)</li>
<li>NTES/700 HK: The first batch of game version numbers announced in 2024 once again exceeded 100 (-/+)</li>
<li>BABA/700 HK/BIDU: The U.S. Commerce Department requires U.S. cloud companies to deny access to foreign entities, which is favorable for Alibaba Cloud, Tencent Cloud, and Baidu Cloud</li>
</ul>


BABA/1801 HK: Taobao officially starts the development of native HarmonyOS applications, accelerating the mobile ecosystem to de-Androidize (+/-)
NTES/700 HK: The first batch of game version numbers announced in 2024 once again exceeded 100 (-/+)
BABA/700 HK/BIDU: The U.S. Commerce Department requires U.S. cloud companies to deny access to foreign entities, which is favorable for Alibaba Cloud, Tencent Cloud, and Baidu Cloud


[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>We believe Hang Seng Index’s tumble was due to a comment in a governmental newspaper.</li>
<li>BYD announced that it will sell three models of new energy vehicles in Indonesia.</li>
<li>Trip.com began to sell tickets of scenic locations via the Kuaishou app.</li>
</ul>


We believe Hang Seng Index’s tumble was due to a comment in a governmental newspaper.
BYD announced that it will sell three models of new energy vehicles in Indonesia.
Trip.com began to sell tickets of scenic locations via the Kuaishou app.


China Consumption Weekly: HSI, BYD, Trip.com, Kuaishou, Baidu

APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

Equity Capital Markets

<ul>
<li>In this note, we will take a look at broker performance for HK IPOs and placements in 2023. </li>
<li>The following dataset includes all HK IPOs and placements above US$100m, <strong>which amounted to a total of 27 deals.</strong>
</li>
<li>The deals you see in this note are based on our historical IPO and placement tracker. Feel free to drop us a message for additional information.</li>
</ul>


In this note, we will take a look at broker performance for HK IPOs and placements in 2023. 
The following dataset includes all HK IPOs and placements above US$100m, which amounted to a total of 27 deals.

The deals you see in this note are based on our historical IPO and placement tracker. Feel free to drop us a message for additional information.


Aequitas HK IPOs + Placements Broker Performance 2023

<ul>
<li>BABA/BIDU/700.HK/0728.HK: Alibaba layoffs staff in hybrid cloud and IoT division (+/-/-/+)</li>
<li>JD/VIPS/BABA/PDD/2618.HK: JD announces minimum 20% salary increase for retail group employees (-/-/-/-/+)</li>
<li>JD/BABA/PDD/VIPS/2618.HK: JD also launched refund without returning the product for 3P merchants (+/-/-/-/-)</li>
</ul>


BABA/BIDU/700.HK/0728.HK: Alibaba layoffs staff in hybrid cloud and IoT division (+/-/-/+)
JD/VIPS/BABA/PDD/2618.HK: JD announces minimum 20% salary increase for retail group employees (-/-/-/-/+)
JD/BABA/PDD/VIPS/2618.HK: JD also launched refund without returning the product for 3P merchants (+/-/-/-/-)


[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Baidu managed to exceed analyst expectations in terms of revenue as well as earnings in the most recent quarter sustaining solid revenue, profit, and cash flow.</li><li>The strategic reinvention of the product portfolio with ERNIE and ERNIE bot played a pivotal role in achieving these results.</li><li>Baidu successfully launched EB4 ahead of expectations, attributing it to a unique end-to-end 4-layer AI infrastructure and valuable user feedback.</li></ul>

Baidu managed to exceed analyst expectations in terms of revenue as well as earnings in the most recent quarter sustaining solid revenue, profit, and cash flow.The strategic reinvention of the product portfolio with ERNIE and ERNIE bot played a pivotal role in achieving these results.Baidu successfully launched EB4 ahead of expectations, attributing it to a unique end-to-end 4-layer AI infrastructure and valuable user feedback.

Baidu Inc.: A Game-Changing Strategy That's Shaping AI's Future! - Major Drivers

China

Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.

Price Gauge
52-week Range	0.00 - 0.00
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Baidu (BIDU US)

[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU

Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...

Blue Lotus Research Institute

China Consumption Weekly: HSI, BYD, Trip.com, Kuaishou, Baidu

We believe Hang Seng Index’s tumble was due to a comment on a governmental newspaper. BYD will sell vehicles in Indonesia. Trip.com began to sell...

Ming Lu

Aequitas HK IPOs + Placements Broker Performance 2023

In this note, we will take a look at broker performance for HK IPOs and placements in 2023, which includes all HK IPOs and placements above...

Ethan Aw

[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...

Blue Lotus Research Institute

Baidu Inc.: A Game-Changing Strategy That's Shaping AI's Future! - Major Drivers

Baidu managed to exceed analyst expectations in terms of revenue as well as earnings in the most recent quarter sustaining solid revenue, profit,...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU

​Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...

Blue Lotus Research Institute

China Consumption Weekly: HSI, BYD, Trip.com, Kuaishou, Baidu

We believe Hang Seng Index’s tumble was due to a comment on a governmental newspaper. BYD will sell vehicles in Indonesia. Trip.com began to sell...

Ming Lu

Aequitas HK IPOs + Placements Broker Performance 2023

In this note, we will take a look at broker performance for HK IPOs and placements in 2023, which includes all HK IPOs and placements above...

Ethan Aw

[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

​Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...

Blue Lotus Research Institute

Baidu Inc.: A Game-Changing Strategy That's Shaping AI's Future! - Major Drivers

Baidu managed to exceed analyst expectations in terms of revenue as well as earnings in the most recent quarter sustaining solid revenue, profit,...

Baptista Research

Taobao begins developing HarmonyOS apps, reducing reliance on Android. Game code for 2024 surpass 100. US Commerce Department's decision benefits...

Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...