Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy 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>Following existing home last week, new home sales also posted positive YoY growth. </li>
<li>LI is getting ready for its major battle of the year with BEV launch. It is focused, but we doubt it is enough;</li>
<li>MNSO guided down its C4Q24 and we believe it will miss 2025 as well. Offline grocery is under constant assault by O2O and online e-commerce. </li>
</ul>


Following existing home last week, new home sales also posted positive YoY growth. 
LI is getting ready for its major battle of the year with BEV launch. It is focused, but we doubt it is enough;
MNSO guided down its C4Q24 and we believe it will miss 2025 as well. Offline grocery is under constant assault by O2O and online e-commerce. 


[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost </li><li>E-commerce /In Depth: Trump ends an era for Shein and Temu</li><li>Alibaba /: Alibaba’s $53 billion bet on an AI and cloud expansion windfall</li></ul>

Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost E-commerce /In Depth: Trump ends an era for Shein and TemuAlibaba /: Alibaba’s $53 billion bet on an AI and cloud expansion windfall

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost 

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Quantitative Analysis

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tesla-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla (TSLA US)</a> has been falling for 5 weeks in a row, this would be the sixth. Our quantitative proprietary models indicate <strong>a deeply oversold stock, possibly ready to rally.</strong>
</li>
<li>A new vehicle launch, a long-awaited cheaper EV (sub $30,000) expected this year, plus refreshed Model Y sales, and unsupervised full self-driving could be good catalysts.</li>
<li>Musk’s approval ratings keep sliding daily, but many analysts think that is irrelevant and the stock's growth story remains intact (at least in investors' eyes...). <strong>Time to BUY?</strong>
</li>
</ul>



Tesla (TSLA US) has been falling for 5 weeks in a row, this would be the sixth. Our quantitative proprietary models indicate a deeply oversold stock, possibly ready to rally.

A new vehicle launch, a long-awaited cheaper EV (sub $30,000) expected this year, plus refreshed Model Y sales, and unsupervised full self-driving could be good catalysts.
Musk’s approval ratings keep sliding daily, but many analysts think that is irrelevant and the stock's growth story remains intact (at least in investors' eyes...). Time to BUY?



<ul><li>Casinos / In Depth: Casino plan could put Thailand behind only Las Vegas and Macao</li><li>Consumption /In Depth: China’s policymakers target consumption to kick economy into gear</li><li>Energy Insider /: BYD crushes rivals in global EV sales, oil producing ship that captures its own emissions unveiled</li></ul>

Casinos / In Depth: Casino plan could put Thailand behind only Las Vegas and MacaoConsumption /In Depth: China’s policymakers target consumption to kick economy into gearEnergy Insider /: BYD crushes rivals in global EV sales, oil producing ship that captures its own emissions unveiled

CX Daily: Casino Plan Could Put Thailand Behind Only Las Vegas and Macao 

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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 Capital Markets

Hexaware Technologies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hexaware-technologies-ltd" target="_blank" data-smartkarma-citation="entities:7882:1" rel="noopener">Hexaware Technologies</a> raised around US$1bn in its India IPO, while its anchor book was strong, overall coverage was not. </li>
<li>Hexaware is a global digital and technology services company with AI at its core, delivering innovative solutions that help customers in their digital transformation journey and subsequent operations.</li>
<li>We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.</li>
</ul>



Hexaware Technologies raised around US$1bn in its India IPO, while its anchor book was strong, overall coverage was not. 
Hexaware is a global digital and technology services company with AI at its core, delivering innovative solutions that help customers in their digital transformation journey and subsequent operations.
We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.


Hexaware Technologies IPO Trading - Very Strong Anchor, Very Poor Overall

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

Blue Lotus Research Institute

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost

TOP STORIES Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost The biggest highlight of the recent Lunar New Year...

Caixin Global

TSLA: Time to Buy?

TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...

Nico Rosti

CX Daily: Casino Plan Could Put Thailand Behind Only Las Vegas and Macao

TOP STORY Casinos / In Depth: Casino plan could put Thailand behind only Las Vegas and Macao The Thai government first proposed legalizing...

Caixin Global

Hexaware Technologies IPO Trading - Very Strong Anchor, Very Poor Overall

Hexaware Technologies raised around US$1bn in its India IPO, while its anchor book was strong, overall coverage was not.

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

​Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

Blue Lotus Research Institute

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost

TOP STORIES Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost The biggest highlight of the recent Lunar New Year...

Caixin Global

TSLA: Time to Buy?

​TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...

Nico Rosti

CX Daily: Casino Plan Could Put Thailand Behind Only Las Vegas and Macao

TOP STORY Casinos / In Depth: Casino plan could put Thailand behind only Las Vegas and Macao The Thai government first proposed legalizing...

Caixin Global

Hexaware Technologies IPO Trading - Very Strong Anchor, Very Poor Overall

Hexaware Technologies raised around US$1bn in its India IPO, while its anchor book was strong, overall coverage was not.

Sumeet Singh

Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...