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>TSLA US: Model Y Price Reduced by RMB 10,000 In December (-)</li>
<li>LKNCY US :  Starbucks Considers Selling Its China Business. (+)</li>
<li>ZTO US: Parcel volume delivery grew 33.6% yoy in the prior week (+)</li>
</ul>


TSLA US: Model Y Price Reduced by RMB 10,000 In December (-)
LKNCY US :  Starbucks Considers Selling Its China Business. (+)
ZTO US: Parcel volume delivery grew 33.6% yoy in the prior week (+)


[Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Total public EV charging stations (incl. temporary unavailable locations) were 73,535 as of October 30, 2024. Compared to the end of FY23, it is an increase of 13.8%.</li>
<li>Total EVSE charging ports (including the temporary unavailable ports) were 202,179, up nearly 20.1% compared to the end of 2023 and up 2.6% over September 2024.</li>
<li>US considerably lags behind China which had 3.39 million public charging stations at the end of October 2024.</li>
</ul>


Total public EV charging stations (incl. temporary unavailable locations) were 73,535 as of October 30, 2024. Compared to the end of FY23, it is an increase of 13.8%.
Total EVSE charging ports (including the temporary unavailable ports) were 202,179, up nearly 20.1% compared to the end of 2023 and up 2.6% over September 2024.
US considerably lags behind China which had 3.39 million public charging stations at the end of October 2024.


US EV Charging Infrastructure Tracker: Update – October 2024

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>AI Continues to Grab Investor Interest as Expectations Have It Affecting Nearly Everything AI is in every company now.</li><li>It has been having a major impact on the tech sector for some time, it accelerated in 2024, and is likely to continue driving tech in 2025.</li><li>Every company is now building neutral networks, and this is driving growth in data centers, hardware, and specifically GFP/AI chips. </li></ul>

AI Continues to Grab Investor Interest as Expectations Have It Affecting Nearly Everything AI is in every company now.It has been having a major impact on the tech sector for some time, it accelerated in 2024, and is likely to continue driving tech in 2025.Every company is now building neutral networks, and this is driving growth in data centers, hardware, and specifically GFP/AI chips. 

WTR Small-Cap Spotlight Recap Tech Trends for 2025

<ul>
<li>1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK:In the 46th week of 2024, market demand is booming and new brands gain market share.(///////////////)</li>
<li>XPEV US: Xpeng's vehicle revenue and gross profit margin exceeded expectations in the third quarter, but service revenue was lower than expected, resulting in lower-than-expected profits.(/)</li>
<li>LKNCY US: Luckin Signs Memorandum for Brazilian Coffee Bean Purchases.(+)</li>
</ul>


1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK:In the 46th week of 2024, market demand is booming and new brands gain market share.(///////////////)
XPEV US: Xpeng's vehicle revenue and gross profit margin exceeded expectations in the third quarter, but service revenue was lower than expected, resulting in lower-than-expected profits.(/)
LKNCY US: Luckin Signs Memorandum for Brazilian Coffee Bean Purchases.(+)


[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs. </li>
<li>The net asset value of the listed ETFs in Korea investing in overseas stocks surpassed the ETFs investing in domestic stocks for the first time in 17 years.</li>
<li>The ETFs that invest in overseas stocks were 35.8 trillion won on 12 November 2024, up 111% from 12 January 2024.</li>
</ul>


One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs. 
The net asset value of the listed ETFs in Korea investing in overseas stocks surpassed the ETFs investing in domestic stocks for the first time in 17 years.
The ETFs that invest in overseas stocks were 35.8 trillion won on 12 November 2024, up 111% from 12 January 2024.


Overseas Equity ETFs Surpass Domestic Equity ETFs For the First Time in 17 Years

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tesla (TSLA US)

[Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US

Tesla reduces Model Y price, Starbucks considers selling China business, ZTO sees 33.6% increase in parcel delivery volume.

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker: Update – October 2024

The EV charging infrastructure in the US is growing but the pace of growth is modest when compared to other countries especially China

GSBR Research

WTR Small-Cap Spotlight Recap Tech Trends for 2025

AI Continues to Grab Investor Interest as Expectations Have It Affecting Nearly Everything AI is in every company now. It has been having a major...

Water Tower Research

[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US

Market demand is booming in 46th week of 2024, new brands gaining share; XPEV's Q3 revenue exceeds expectations but service revenue disappoints;...

Blue Lotus Research Institute

Overseas Equity ETFs Surpass Domestic Equity ETFs For the First Time in 17 Years

One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs.

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:TSLA US/LKNCY US/NIO US/ZTO US

​Tesla reduces Model Y price, Starbucks considers selling China business, ZTO sees 33.6% increase in parcel delivery volume.

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker: Update – October 2024

The EV charging infrastructure in the US is growing but the pace of growth is modest when compared to other countries especially China

GSBR Research

WTR Small-Cap Spotlight Recap Tech Trends for 2025

AI Continues to Grab Investor Interest as Expectations Have It Affecting Nearly Everything AI is in every company now. It has been having a major...

Water Tower Research

[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US

​Market demand is booming in 46th week of 2024, new brands gaining share; XPEV's Q3 revenue exceeds expectations but service revenue disappoints;...

Blue Lotus Research Institute

Overseas Equity ETFs Surpass Domestic Equity ETFs For the First Time in 17 Years

One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs.

Douglas Kim

Tesla reduces Model Y price, Starbucks considers selling China business, ZTO sees 33.6% increase in parcel delivery volume.

Market demand is booming in 46th week of 2024, new brands gaining share; XPEV's Q3 revenue exceeds expectations but service revenue disappoints;...