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/ZTO/JD/PDD/1519 HK: Taobao/Tmall plans to direct traffic to stores and logistics providers with better service (+/+/-/-/-)</li>
<li>1219 HK/PDD/SHEIN/BABA: Temu negotiating with J&amp;T for cooperation in overseas last-mile services (+)</li>
<li>1024 HK: Kuaishou's Playlet Business Expanding Rapidly, DAU Reaches 270 Million(+)</li>
</ul>


BABA/ZTO/JD/PDD/1519 HK: Taobao/Tmall plans to direct traffic to stores and logistics providers with better service (+/+/-/-/-)
1219 HK/PDD/SHEIN/BABA: Temu negotiating with J&amp;T for cooperation in overseas last-mile services (+)
1024 HK: Kuaishou's Playlet Business Expanding Rapidly, DAU Reaches 270 Million(+)


[Blue Lotus Daily - TMT Update]:BABA/ZTO/JD/PDD/1519 HK/1219 HK/1024 HK

<ul>
<li>1024HK：Kuaishou will charge merchants for using the "Buy now, Pay later" marketing tool (+)</li>
<li>PDD/ BABA/ Shein: Extra color on PDD’s Shein lawsuit (+/+/-)</li>
<li>PDD/ BABA: Nike rumored to launch official outlet store on PDD (+/-)</li>
</ul>


1024HK：Kuaishou will charge merchants for using the "Buy now, Pay later" marketing tool (+)
PDD/ BABA/ Shein: Extra color on PDD’s Shein lawsuit (+/+/-)
PDD/ BABA: Nike rumored to launch official outlet store on PDD (+/-)


[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD

<ul>
<li>BABA/MELI/PDD/Shein/1519 HK: Cainiao launches charter flight route to Mexico (+/+/-/-/-/)</li>
<li>700 HK: Tencent gaming studio &lt;Level Infinite&gt; announced 4 new games at The Game Award 2023(+)</li>
<li>BABA/Temu/Shein/CPNG/SE/AMZN/MELI: Alibaba plans to launch LLM AI-powered &lt;1688&gt; in South Korea(+/+/+/+/+/-/-)</li>
</ul>


BABA/MELI/PDD/Shein/1519 HK: Cainiao launches charter flight route to Mexico (+/+/-/-/-/)
700 HK: Tencent gaming studio &lt;Level Infinite&gt; announced 4 new games at The Game Award 2023(+)
BABA/Temu/Shein/CPNG/SE/AMZN/MELI: Alibaba plans to launch LLM AI-powered &lt;1688&gt; in South Korea(+/+/+/+/+/-/-)


[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Singles’ Day sales are more than four times the USD 35.3 billion that U.S. shoppers clocked during Cyber Week (from Black Friday to Cyber Monday).</li>
<li>Global consumer names such as Apple, Nike, Lululemon, L’Oreal, and P&amp;G have a large presence on Chinese e-commerce platforms.</li>
<li>JD.com reported last year that Apple sold more than RMB 1 billion worth of products in the first minute of the event's final sales period.</li>
</ul>


Singles’ Day sales are more than four times the USD 35.3 billion that U.S. shoppers clocked during Cyber Week (from Black Friday to Cyber Monday).
Global consumer names such as Apple, Nike, Lululemon, L’Oreal, and P&amp;G have a large presence on Chinese e-commerce platforms.
JD.com reported last year that Apple sold more than RMB 1 billion worth of products in the first minute of the event's final sales period.


Singles' Day: Chinese Consumers Are Trading Down Instead of Buying Up

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Aug 14th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Jd.Com, Ntes, Montage Tech, Kingboard Laminates, Minimax, Smic.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Aug 14th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Jd.Com, Ntes, Montage Tech, Kingboard Laminates, Minimax, Smic.


HK Short Interest Weekly: Jd.Com, Ntes, Montage Tech, Kingboard Laminates, Minimax, Smic

China

Kuaishou Technology is a Chinese publicly traded company that operates a leading content community and social platform. It primarily offers short video sharing, live streaming, online marketing services, and e-commerce. The company was founded in March 2011 and is headquartered in Beijing, China.

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

Kuaishou Technology (1024 HK)

[Blue Lotus Daily - TMT Update]:BABA/ZTO/JD/PDD/1519 HK/1219 HK/1024 HK

Tmall aims to improve service for stores and logistics providers;Temu negotiates with J&T for overseas last-mile services;Kuaishou's Playlet...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD

Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...

Blue Lotus Research Institute

Singles' Day: Chinese Consumers Are Trading Down Instead of Buying Up

Singles' Day has transcended its origins. It is a symbol of innovation and global commerce. As tech continues to shape consumer habits, Singles'...

Mint Finance

HK Short Interest Weekly: Jd.Com, Ntes, Montage Tech, Kingboard Laminates, Minimax, Smic

We analyzed the latest HK SFC report for aggregate short position as of Aug 14th and highlight short interest changes in Jd.Com, Ntes, Montage...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily - TMT Update]:BABA/ZTO/JD/PDD/1519 HK/1219 HK/1024 HK

Tmall aims to improve service for stores and logistics providers;Temu negotiates with J&T for overseas last-mile services;Kuaishou's Playlet...

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD

​Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.

Blue Lotus Research Institute

[Blue Lotus Daily - TMT Update]:700 HK/BABA/Temu/Shein/PDD/CPNG/SE/AMZN/MELI/JD/1024 HK/2618 HK

​Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...

Blue Lotus Research Institute

Singles' Day: Chinese Consumers Are Trading Down Instead of Buying Up

Singles' Day has transcended its origins. It is a symbol of innovation and global commerce. As tech continues to shape consumer habits, Singles'...

Mint Finance

HK Short Interest Weekly: Jd.Com, Ntes, Montage Tech, Kingboard Laminates, Minimax, Smic

We analyzed the latest HK SFC report for aggregate short position as of Aug 14th and highlight short interest changes in Jd.Com, Ntes, Montage...

Ke Yan, CFA, FRM

Kuaishou to charge merchants for "Buy now, Pay later" tool; PDD's Shein lawsuit update; Nike may open official store on PDD.

Cainiao launches charter flight route to Mexico; Tencent gaming studio announces 4 new games; Alibaba plans to launch LLM AI-powered 1688 in South...