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China Literature (772 HK)
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Consumer Discretionary
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China
China Literature is the largest online literature platform in China
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bullish
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Xiaomi Corp
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25 Mar 2024 12:03
China Consumption Weekly (25 Mar 2024): Xiaomi, Alibaba, Xpeng, Maoyan, JD Health, JD.com
Xiaomi released healthy financial results despite of the shrinking market. Alibaba Freshippo founder retired. JD began to provide aftermarket...
Ming Lu
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1.1k Views
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bullish
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Tencent
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20 Mar 2024 23:20
Tencent (700 HK): 4Q23, Slower Growth, But Higher Margin, 37% Upside
Tencent experienced a one-digit growth, but its margin improved significantly in 4Q23. We believe Tencent’s social networks will stop shrinking...
Ming Lu
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361 Views
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bullish
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NIO
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18 Dec 2023 10:20
China Consumption Weekly: East Buy, NIO, Tencent, PDD, Alibaba, JD.com
East Buy plunged after a conflict broke out between the top broadcaster and the management team. NIO will launch a second brand for low price...
Ming Lu
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631 Views
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bullish
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Thematic (Sector/Industry)
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15 Dec 2023 15:20
[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...
Blue Lotus Research Institute
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413 Views
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bullish
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Cross Asset Strategy
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13 Dec 2023 16:26
CX Daily: How the AI Race Has Spread From the Cloud to the Palm of Your Hand
AI / In Depth: How the AI race has spread from the cloud to the palm of your hand “Find a photo of a girl laughing while wearing a garbage bag in...
Caixin Global
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246 Views
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