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>3690 HK: Meituan Food Delivery Daily Orders Reach 90 Million (+)</li>
<li>JD US: JD Officially Launches OTA Hotel and Travel Business with Three-Year Zero Commission Policy(+/-/-)</li>
<li>1439927D CH/4689 JP/4755 JP/4385 JP: TikTok Announces Launch of Japan E-commerce Business as Early as This Month (+/-/-/-)</li>
</ul>


3690 HK: Meituan Food Delivery Daily Orders Reach 90 Million (+)
JD US: JD Officially Launches OTA Hotel and Travel Business with Three-Year Zero Commission Policy(+/-/-)
1439927D CH/4689 JP/4755 JP/4385 JP: TikTok Announces Launch of Japan E-commerce Business as Early as This Month (+/-/-/-)


[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS

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>Labubu / In Depth: How Labubu became a monster of a business</li><li>Rare earth /: Japan’s business leaders call on China to streamline rare earth export rules as delays hit supply chains</li><li>British Columbia /: British Columbia moves to diversify trade to rebalance economy</li></ul>

Labubu / In Depth: How Labubu became a monster of a businessRare earth /: Japan’s business leaders call on China to streamline rare earth export rules as delays hit supply chainsBritish Columbia /: British Columbia moves to diversify trade to rebalance economy

CX Daily: How Labubu Became a Monster of a Business 

<ul>
<li>PDD US: TEMU Surpasses Allegro in User Numbers in Poland in May (+)</li>
<li>700 HK: Reports Claim Tencent is Attempting to Acquire South Korean Game Developer Nexon for $15 Billion (+)</li>
<li>1439927D CH/1024 HK/BABA US/JD US: Douyin Commerce Announces Full "Zero Deposit" Entry for New Merchants (+/-/-/-)</li>
</ul>


PDD US: TEMU Surpasses Allegro in User Numbers in Poland in May (+)
700 HK: Reports Claim Tencent is Attempting to Acquire South Korean Game Developer Nexon for $15 Billion (+)
1439927D CH/1024 HK/BABA US/JD US: Douyin Commerce Announces Full "Zero Deposit" Entry for New Merchants (+/-/-/-)


[Blue Lotus Daily-TMT Update]:PDD US/700 HK/1439927D CH/1024 HK/BABA US/JD US/NTES US/Gaming Sector

<ul>
<li>700 HK: Tencent First Reveals Its Open-World ACGN Game &lt;Return to the Loop&gt;(+)</li>
<li>1439927D CH/1024 HK:ByteDance to Launch New DouBao Video Generation Model Tomorrow (+/-)</li>
<li>1439927D CH: ByteDance Announces Expansion of TikTok Investment in the UK (+)</li>
</ul>


700 HK: Tencent First Reveals Its Open-World ACGN Game &lt;Return to the Loop&gt;(+)
1439927D CH/1024 HK:ByteDance to Launch New DouBao Video Generation Model Tomorrow (+/-)
1439927D CH: ByteDance Announces Expansion of TikTok Investment in the UK (+)


[Blue Lotus Daily-TMT Update]:700 HK/1439927D CH/1024 HK/BABA US/1211 HK/3690 HK/1519 HK/E-Commerce

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Bottom-Up

<ul>
<li>K-Beauty ODM segment appears positioned both to ride the secular growth of Korean skincare in the U.S. and to tide over tariff turbulence given their US based manufacturing facilities.</li>
<li>By contrast to OEM/ODM players, major legacy consumer beauty brands like AmorePacific, LG Household &amp; Health Care have been slower to localise production leaving them exposed to reciprocal tariffs.</li>
<li>With American cosmetic imports from Korea hitting all-time highs, Korean ODMs with local facilities could see demand growth and profit recovery as clients onshore production to avoid tariffs.</li>
</ul>


K-Beauty ODM segment appears positioned both to ride the secular growth of Korean skincare in the U.S. and to tide over tariff turbulence given their US based manufacturing facilities.
By contrast to OEM/ODM players, major legacy consumer beauty brands like AmorePacific, LG Household &amp; Health Care have been slower to localise production leaving them exposed to reciprocal tariffs.
With American cosmetic imports from Korea hitting all-time highs, Korean ODMs with local facilities could see demand growth and profit recovery as clients onshore production to avoid tariffs.


Kolmar Korea: K-Beauty ODMs- Positioned to Ride US Demand Growth While Tiding Over Tariffs

China

Beijing Douyin Information Service Co. Ltd. provides online information and contents. The Company develops and operates short video platform, original short video community, news platform, and other related products. Beijing Douyin Information Service offers services worldwide.

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ByteDance (1439927D CH)

[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS

Meituan Food Delivery hits 90 million daily orders, JD launches OTA hotel and travel business with zero commission policy, TikTok to launch Japan...

Blue Lotus Research Institute

CX Daily: How Labubu Became a Monster of a Business

TOP STORIES Labubu / In Depth: How Labubu became a monster of a business Labubu is a little doll in fleecy, bunny-eared onesies whose coffee-bean...

Caixin Global

[Blue Lotus Daily-TMT Update]:PDD US/700 HK/1439927D CH/1024 HK/BABA US/JD US/NTES US/Gaming Sector

TEMU surpasses Allegro in user numbers in Poland, Tencent attempts to acquire Nexon for $15 billion, Douyin Commerce offers "Zero Deposit" entry...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/1439927D CH/1024 HK/BABA US/1211 HK/3690 HK/1519 HK/E-Commerce

Tencent unveils new open-world game, ByteDance introduces new video generation model and expands TikTok investment in the UK.

Blue Lotus Research Institute

Kolmar Korea: K-Beauty ODMs- Positioned to Ride US Demand Growth While Tiding Over Tariffs

Korean Beauty OEMs seem more resilient than bigger consumer beauty brands in handling tariff impact given their US based manufacturing facilities...

Devi Subhakesan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS

​Meituan Food Delivery hits 90 million daily orders, JD launches OTA hotel and travel business with zero commission policy, TikTok to launch Japan...

Blue Lotus Research Institute

CX Daily: How Labubu Became a Monster of a Business

TOP STORIES Labubu / In Depth: How Labubu became a monster of a business Labubu is a little doll in fleecy, bunny-eared onesies whose coffee-bean...

Caixin Global

[Blue Lotus Daily-TMT Update]:PDD US/700 HK/1439927D CH/1024 HK/BABA US/JD US/NTES US/Gaming Sector

​TEMU surpasses Allegro in user numbers in Poland, Tencent attempts to acquire Nexon for $15 billion, Douyin Commerce offers "Zero Deposit" entry...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/1439927D CH/1024 HK/BABA US/1211 HK/3690 HK/1519 HK/E-Commerce

​Tencent unveils new open-world game, ByteDance introduces new video generation model and expands TikTok investment in the UK.

Blue Lotus Research Institute

Kolmar Korea: K-Beauty ODMs- Positioned to Ride US Demand Growth While Tiding Over Tariffs

Korean Beauty OEMs seem more resilient than bigger consumer beauty brands in handling tariff impact given their US based manufacturing facilities...

Devi Subhakesan

Meituan Food Delivery hits 90 million daily orders, JD launches OTA hotel and travel business with zero commission policy, TikTok to launch Japan...

TEMU surpasses Allegro in user numbers in Poland, Tencent attempts to acquire Nexon for $15 billion, Douyin Commerce offers "Zero Deposit" entry...

Tencent unveils new open-world game, ByteDance introduces new video generation model and expands TikTok investment in the UK.