2024 High Conviction Idea - High Beta and Low Risk Recommendations
"2024 high-beta and low-risk recommendations: JD.com, JD Logistics, JDHealth, Tencent, Luckin for 2024 YE horizon. KE Holdings, NetEase, Kuaishou...
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[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...
517 Views
[Blue Lotus Daily]: LKNCY/Cotti Coffe/XPEV/BIDU/NIO/LI/JKS/DIDI/300274 CH/300750 CH/601012 CH
Cotti Coffee plans tea expansion, MIIT to launch intelligent car access network, China's PV and wind power decline worsens in October.
476 Views
[Blue Lotus Daily] Xiaomi 1810.HK/XPEV/NIO/LI/1211.HK/ATAT/BEKE/LKNCY/981.HK/1347.HK/ACMR
Atour Group releases Atour 4.0 with improved features. Huawei Chery Luxeed's specs and pricing announcement affects high-end sedans negatively....
303 Views
Sichuan Baicha Baidao Pre-IPO - The Positives - Riding on Franchise Store Expansion
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. The company sells new style tea drinks through...
547 Views