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>BABA/BIDU/700.HK/0728.HK: Alibaba layoffs staff in hybrid cloud and IoT division (+/-/-/+)</li>
<li>JD/VIPS/BABA/PDD/2618.HK: JD announces minimum 20% salary increase for retail group employees (-/-/-/-/+)</li>
<li>JD/BABA/PDD/VIPS/2618.HK: JD also launched refund without returning the product for 3P merchants (+/-/-/-/-)</li>
</ul>


BABA/BIDU/700.HK/0728.HK: Alibaba layoffs staff in hybrid cloud and IoT division (+/-/-/+)
JD/VIPS/BABA/PDD/2618.HK: JD announces minimum 20% salary increase for retail group employees (-/-/-/-/+)
JD/BABA/PDD/VIPS/2618.HK: JD also launched refund without returning the product for 3P merchants (+/-/-/-/-)


[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

<ul>
<li>SE/BABA/1519.HK: Shopee and Lazada plan to raise Commission Rates in Indonesia (+/+/-)</li>
<li>CPNG/PDD/BABA: AliExpress to open logistics center in South Korea to shorten delivery time (-/-/+)</li>
<li>3690.HK: Meituan Grocery re-branded as Ella Supermarket, targets turning profit in 2024 (+)</li>
</ul>


SE/BABA/1519.HK: Shopee and Lazada plan to raise Commission Rates in Indonesia (+/+/-)
CPNG/PDD/BABA: AliExpress to open logistics center in South Korea to shorten delivery time (-/-/+)
3690.HK: Meituan Grocery re-branded as Ella Supermarket, targets turning profit in 2024 (+)


[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

<ul>
<li>PDD/BABA/JD/ZTO/2618.HK/1519.HK: Express Delivery Parcel Volume grows +48% YoY last week (+)</li>
<li>BABA/ MELI/ AMZN/ CPNG: AliExpress to introduce live streaming service abroad(+/-/-/-)</li>
<li>700.HK: Tencent's "Fight of the Golden Spatula" reach high highs with latest season content update (+)</li>
</ul>


PDD/BABA/JD/ZTO/2618.HK/1519.HK: Express Delivery Parcel Volume grows +48% YoY last week (+)
BABA/ MELI/ AMZN/ CPNG: AliExpress to introduce live streaming service abroad(+/-/-/-)
700.HK: Tencent's "Fight of the Golden Spatula" reach high highs with latest season content update (+)


[Blue Lotus Daily - TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

<ul>
<li>TSLA/XPEV/NIO/LI/BIDU: Tesla FSD expected to launch in the Chinese market</li>
<li>1211.HK/600104.CH/601633.CH: Japanese auto makers cut prices in Thailand to fend off Chinese EV</li>
<li>XPEV/NIO/BIDU/BYD: BYD cut vehicle prices again to boost year-end sales</li>
</ul>


TSLA/XPEV/NIO/LI/BIDU: Tesla FSD expected to launch in the Chinese market
1211.HK/600104.CH/601633.CH: Japanese auto makers cut prices in Thailand to fend off Chinese EV
XPEV/NIO/BIDU/BYD: BYD cut vehicle prices again to boost year-end sales


[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

<ul>
<li>LKNCY: Cotti Coffee pans to expand into tea drinks business(+)</li>
<li>BIDU/DIDI/XPEV: MIIT and 4 other departments to carry out intelligent car access network(+)</li>
<li>LI/NIO/XPEV/300274 CH/300750 CH/601012 CH/JKS: China Export Data in October shows PV and wind power decline accelerating(+/+/+/-/-/-/-)</li>
</ul>


LKNCY: Cotti Coffee pans to expand into tea drinks business(+)
BIDU/DIDI/XPEV: MIIT and 4 other departments to carry out intelligent car access network(+)
LI/NIO/XPEV/300274 CH/300750 CH/601012 CH/JKS: China Export Data in October shows PV and wind power decline accelerating(+/+/+/-/-/-/-)


[Blue Lotus Daily]: LKNCY/Cotti Coffe/XPEV/BIDU/NIO/LI/JKS/DIDI/300274 CH/300750 CH/601012 CH

China

Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.

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

Baidu (BIDU US)

[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK

Express delivery parcel volume grew by 48% YoY, AliExpress plans to introduce live streaming service abroad, and Tencent's "Fight of the Golden...

Blue Lotus Research Institute

[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

Blue Lotus Research Institute

[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.

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]: BABA/BIDU/700 HK/0728 HK/JD/VIPS/PDD/2618 HK

​Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]: SE/BABA/1519.HK/BIDU/700 HK/CPNG/PDD/BABA/3690 HK

​Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]: PDD/BABA/JD/ZTO/2618.HK/1519.HK/MELI/AMZN/CPNG/700.HK

​Express delivery parcel volume grew by 48% YoY, AliExpress plans to introduce live streaming service abroad, and Tencent's "Fight of the Golden...

Blue Lotus Research Institute

[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE

​Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

Blue Lotus Research Institute

[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.

Blue Lotus Research Institute

Alibaba lays off staff in hybrid cloud and IoT division, JD announces salary increase for retail group employees, and JD introduces refund without...

Shopee and Lazada to increase commission rates in Indonesia. AliExpress to open logistics center in South Korea for faster delivery. Meituan...

Express delivery parcel volume grew by 48% YoY, AliExpress plans to introduce live streaming service abroad, and Tencent's "Fight of the Golden...

Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...

Cotti Coffee plans tea expansion, MIIT to launch intelligent car access network, China's PV and wind power decline worsens in October.