[Luckin Coffee (LKNCY US, BUY, TP US$44) TP Change]: Moutai Latte Is Not Just a Blockbuster
We think Luckin Coffee had effectively achieved two goals through the new premium product: 1) de facto price lifting; 2) extend potential customer...
673 Views
China TMT Update-Luckin/CATL/LI/700.HK:HoK Crisis;Coffee Price War Continue; Shenxing Battery
Luckin Coffee: Price war continue and competition in low tier cities expansion intensified;CATL/ LI: CATL unveils Shenxing Battery ( + / +);700.HK:...
505 Views
China TMT Update-1810. HK/NIO/LKNCY- NIO Phone's Core Specs/Luckin Sold 7.39mn Cups/Apple’s Earnings
1810. HK: Takeaways for Xiaomi from Apple’s F3Q23 earnings;NIO: local benchmarking platform revealed NIO phone's core specs;Luckin Coffee sold...
418 Views
China TMT Update-Luckin /CPNG/BABA/3690.HK/Douyin-Store Transfer/Korea Cross-Border Ecommerce
Luckin Coffee “store transfer” program achieved preliminary result;CPNG/BABA: Statistics Korea published 2Q23 cross-border ecommerce data (-...
375 Views
[Blue Lotus Sector Update]: Time to Buy China Internet and Consumer Names
We view the rallies in Chinese Internet and Consumer names to be sustainable in C3Q23 as regulatory environment to be both favourable and macro...
367 Views