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>PDD US/SHEIN/AMZN US: Temu opens up platform to brand merchants (+/-/-)</li>
<li>TCOM US/3690 HK/ATAT US  :  Visa-free policy for 12 countries including France extended until December 31, 2025.(+/+/+)</li>
<li>700 HK: After the release of new limited skins for &lt;League of Legends: Wild Rift&gt;, there has been a noticeable rebound in grossing rankings.(+)</li>
</ul>


PDD US/SHEIN/AMZN US: Temu opens up platform to brand merchants (+/-/-)
TCOM US/3690 HK/ATAT US  :  Visa-free policy for 12 countries including France extended until December 31, 2025.(+/+/+)
700 HK: After the release of new limited skins for &lt;League of Legends: Wild Rift&gt;, there has been a noticeable rebound in grossing rankings.(+)


[Blue Lotus Daily - TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

<ul>
<li>ATAT US/TCOM US : The international hotel management group maintains a cautious attitude towards China throughout the year.（-/-）</li>
<li>1211HK/LIUS/NIOUS/XPEVUS/1810HK:EV sales solid in the 5th week of April 2024, NIO continues to benefit from SU7 overflow, BYD continues to be strong, and Xiaomi deliveries decline for three consecutive weeks.(+/+/+/-/-)</li>
<li>300274 SZ / 300750 SZ/ 1211 HK : Tesla's Shanghai energy storage gigafactory was approved, mainly producing energy storage for export, benefiting China's supply chain.(+/+/ -)</li>
</ul>


ATAT US/TCOM US : The international hotel management group maintains a cautious attitude towards China throughout the year.（-/-）
1211HK/LIUS/NIOUS/XPEVUS/1810HK:EV sales solid in the 5th week of April 2024, NIO continues to benefit from SU7 overflow, BYD continues to be strong, and Xiaomi deliveries decline for three consecutive weeks.(+/+/+/-/-)
300274 SZ / 300750 SZ/ 1211 HK : Tesla's Shanghai energy storage gigafactory was approved, mainly producing energy storage for export, benefiting China's supply chain.(+/+/ -)


[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

<ul>
<li>TCOM US /3690 HK /ATAT US : Domestic tourism strong but outbound tourism weak during May Day holiday; strong transportation but weak accommodation.(-/+/-)</li>
<li>700 HK:  Tencent's New Mobile Game &lt;One Piece: Ambition&gt; Will Undergo Public Testing Next Week（+）</li>
<li>BABA US/JD US/PDD US/2618 HK: MOFCOM publishes commerce data for Labor Day Holiday (+/+/+/+)</li>
</ul>


TCOM US /3690 HK /ATAT US : Domestic tourism strong but outbound tourism weak during May Day holiday; strong transportation but weak accommodation.(-/+/-)
700 HK:  Tencent's New Mobile Game &lt;One Piece: Ambition&gt; Will Undergo Public Testing Next Week（+）
BABA US/JD US/PDD US/2618 HK: MOFCOM publishes commerce data for Labor Day Holiday (+/+/+/+)


[Blue Lotus Daily - TMT Update]:TCOM US /3690 HK /ATAT US/700 HK/BABA US/JD US/PDD US/2618 HK/Douyin

<ul>
<li>TCOM US/ATAT US: The increase in rainfall will negatively impact travels during the Labor Day holiday.(-/-)</li>
<li>META US/MSFT US /GOOGL US /SNAP US: The application of AI in advertising on short video and social platforms may result in greater efficiency than search advertising.（///////）</li>
<li>3690 HK: Meituan plans to expand into the Middle East Riyadh via KeeTa.（-）</li>
</ul>


TCOM US/ATAT US: The increase in rainfall will negatively impact travels during the Labor Day holiday.(-/-)
META US/MSFT US /GOOGL US /SNAP US: The application of AI in advertising on short video and social platforms may result in greater efficiency than search advertising.（///////）
3690 HK: Meituan plans to expand into the Middle East Riyadh via KeeTa.（-）


[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS

<ul>
<li>700 HK: Tencent's "Dungeon &amp; Fighter Mobile" is officially scheduled to be released on May 21st.(+)</li>
<li>3690 HK/TCOM US: Meituan and Ctrip revenue growth may lower than industry average, indicating intensified competition.(-/-)</li>
<li>BIDU US: Baidu ADS sets revenue and profit indicators for Robotaxi（/）</li>
</ul>


700 HK: Tencent's "Dungeon &amp; Fighter Mobile" is officially scheduled to be released on May 21st.(+)
3690 HK/TCOM US: Meituan and Ctrip revenue growth may lower than industry average, indicating intensified competition.(-/-)
BIDU US: Baidu ADS sets revenue and profit indicators for Robotaxi（/）


[Blue Lotus Daily - TMT Update]:700 HK/3690 HK/TCOM US/BIDU US/MNSO US/PDD US/BABA US/NTES US

China

Trip.com Group Ltd. provides online travel agency services. The Company offers mobile applications, hotel reservations, flight ticketing, package tours, corporate travel management, and train ticketing services.

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Trip.com (TCOM US)

[Blue Lotus Daily - TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK

Temu allows brand merchants on platform, visa-free policy extended for 12 countries, limited skins boost grossing rankings for League of Legends:...

Blue Lotus Research Institute

[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:TCOM US /3690 HK /ATAT US/700 HK/BABA US/JD US/PDD US/2618 HK/Douyin

Domestic tourism strong but outbound tourism weak during 5.1 holiday; Tencent's new mobile game to undergo public testing next week; MOFCOM...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS

rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....

Blue Lotus Research Institute

[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...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK

​Temu allows brand merchants on platform, visa-free policy extended for 12 countries, limited skins boost grossing rankings for League of Legends:...

Blue Lotus Research Institute

[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS

​International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:TCOM US /3690 HK /ATAT US/700 HK/BABA US/JD US/PDD US/2618 HK/Douyin

​Domestic tourism strong but outbound tourism weak during 5.1 holiday; Tencent's new mobile game to undergo public testing next week; MOFCOM...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS

rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....

Blue Lotus Research Institute

[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...

Blue Lotus Research Institute

Temu allows brand merchants on platform, visa-free policy extended for 12 countries, limited skins boost grossing rankings for League of Legends:...

International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...

Domestic tourism strong but outbound tourism weak during 5.1 holiday; Tencent's new mobile game to undergo public testing next week; MOFCOM...