China/Asia TMT

Shawn Yang

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>Real Estate Industry Update: Property sales remain lukewarm in August, price declined marginally(/)</li>
<li>Real Estate Industry Update: Local media survey indicate China home purchase willingness increased in September post policy stimulus(+)</li>
<li>AAPL/JD: JD pre-registrations for iPhone 15 slightly lower than iPhone 14, and ASP largely unchanged (-)</li>
</ul>


Real Estate Industry Update: Property sales remain lukewarm in August, price declined marginally(/)
Real Estate Industry Update: Local media survey indicate China home purchase willingness increased in September post policy stimulus(+)
AAPL/JD: JD pre-registrations for iPhone 15 slightly lower than iPhone 14, and ASP largely unchanged (-)


China TMT Update-AAPL/JD/BEKE-Pre-Registrations for IPhone 15 Slightly Lower than IPhone 14

<ul>
<li>Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）</li>
<li>NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)</li>
<li>2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）</li>
</ul>


Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）
NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)
2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）


China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

<ul>
<li>PDD - Our thoughts of Grizzly's short report on PDD</li>
<li>BILI: Bilibili suspends download access for "Shining! Umamusume: Pretty Derby" across All Platforms (-) </li>
<li>Real Estate Industry Update: Four major banks in China will lower their mortgage interest rate for old loans.</li>
</ul>


PDD - Our thoughts of Grizzly's short report on PDD
BILI: Bilibili suspends download access for "Shining! Umamusume: Pretty Derby" across All Platforms (-) 
Real Estate Industry Update: Four major banks in China will lower their mortgage interest rate for old loans.


China TMT Update-PDD/BILI/BEKE-Grizzly's Short Report/Suspends Download For "Pretty Derby"

<ul>
<li>TSLA/XPEV/1211: Tesla starts presales of revamped Model 3 in China at higher starting price (/-/-)</li>
<li>IQ：iQiYi’s drama pipeline was affected by lead actress Zu‘er(Lareina) Song’s tax evasion inspection (-)</li>
<li>Real Estate Industry Update/Beke: Beijing and Shanghai followed on implementing the housing loan loosening policy, transaction willingness improved immediately</li>
</ul>


TSLA/XPEV/1211: Tesla starts presales of revamped Model 3 in China at higher starting price (/-/-)
IQ：iQiYi’s drama pipeline was affected by lead actress Zu‘er(Lareina) Song’s tax evasion inspection (-)
Real Estate Industry Update/Beke: Beijing and Shanghai followed on implementing the housing loan loosening policy, transaction willingness improved immediately


China TMT Update-TSLA/XPEV/1211/IQ/Beke:Beijing and Shanghai Housing Loan Loosening;revamped Model 3

<ul>
<li>BABA/VIPS/JD/PDD/3690.HK: Catering was the top growing consumption category in July (-/-/-/+)</li>
<li>1810.HK/2454.TT: Xiaomi launches new products at annual Lei Jun conference (+)</li>
<li>Property sector update: New home sales in July remain weak, and expect the landing of supportive policies（/）</li>
</ul>


BABA/VIPS/JD/PDD/3690.HK: Catering was the top growing consumption category in July (-/-/-/+)
1810.HK/2454.TT: Xiaomi launches new products at annual Lei Jun conference (+)
Property sector update: New home sales in July remain weak, and expect the landing of supportive policies（/）


China TMT Update-BABA/VIPS/JD/PDD/3690.HK/1810.HK/2454.TT/BEKE-Catering Was the Top Growing Category

China

KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.

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KE Holdings (BEKE US)

China TMT Update-AAPL/JD/BEKE-Pre-Registrations for IPhone 15 Slightly Lower than IPhone 14

Property sales remain lukewarm in August; Local media survey indicate China home purchase willingness increased in September;AAPL/JD: JD pre...

Blue Lotus Research Institute

China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

Zhengzhou fully cancel the home purchase and selling restrictions; NIO/300750CH:Nio Plans to Develop Cylindrical Battery with SVOLT (-); 2150HK:...

Blue Lotus Research Institute

China TMT Update-PDD/BILI/BEKE-Grizzly's Short Report/Suspends Download For "Pretty Derby"

PDD - Our thoughts of Grizzly's short report on PDD/BILI: Bilibili suspends download access for "Pretty Derby" (-) /Four major banks in China will...

Blue Lotus Research Institute

China TMT Update-TSLA/XPEV/1211/IQ/Beke:Beijing and Shanghai Housing Loan Loosening;revamped Model 3

Tesla starts presales of revamped Model 3 in China ;iQiYi’s drama pipeline was affected by lead actress Zu‘er(Lareina) Song’s tax evasion...

Blue Lotus Research Institute

China TMT Update-BABA/VIPS/JD/PDD/3690.HK/1810.HK/2454.TT/BEKE-Catering Was the Top Growing Category

Catering was the top growing consumption category in July;Xiaomi launches new products at annual Lei Jun conference; New home sales in July remain...

Blue Lotus Research Institute

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52-week Range

Market Cap (USDm)

P/E

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