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>New and renewed trade-in subsidies on smart phone, tablet and wearables can add low to high single digit growth to major e-commerce platforms. Raising basic pension invites more questions;</li>
<li>Meituan's latest anti-fatigue and algorithm change is a way to deflect criticism of its not paying social security for its riders;</li>
<li>Several games on NetEase received positive feedbacks, paving way for a rebounding 2025.</li>
</ul>


New and renewed trade-in subsidies on smart phone, tablet and wearables can add low to high single digit growth to major e-commerce platforms. Raising basic pension invites more questions;
Meituan's latest anti-fatigue and algorithm change is a way to deflect criticism of its not paying social security for its riders;
Several games on NetEase received positive feedbacks, paving way for a rebounding 2025.


China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands</li><li>Reopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.</li><li>Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energy</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demandsReopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How the AI boom is reviving Three Mile Island

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Constituent changes to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> and capping changes will result in a round-trip trade of US$17.7bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.</li>
<li>There is over US$500m to trade in <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a>, <a href="https://www.smartkarma.com/entities/tesla-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla (TSLA US)</a>, <a href="https://www.smartkarma.com/entities/apollo-global-management-inc" target="_blank" data-smartkarma-citation="entities:28770:1" rel="noopener">Apollo Global Management (APO US)</a>, <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a> and <a href="https://www.smartkarma.com/entities/workday-inc-class-a" target="_blank" data-smartkarma-citation="entities:5660:1" rel="noopener">Workday Inc Class A (WDAY US)</a>. </li>
<li>
<a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a> swings from a small net buy to a large net sell following the rally in the stock last week.</li>
</ul>


Constituent changes to the S&amp;P 500 INDEX and capping changes will result in a round-trip trade of US$17.7bn across the Select Sector indices and the S&amp;P500 Equal Weight Index.
There is over US$500m to trade in Broadcom (AVGO US), Tesla (TSLA US), Apollo Global Management (APO US), Amazon.com Inc (AMZN US) and Workday Inc Class A (WDAY US). 

Broadcom (AVGO US) swings from a small net buy to a large net sell following the rally in the stock last week.


Select Sector Indices and S&P Equal Weight Rebalance: US$17.7bn Round-Trip Trade Post Capping Cutoff

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.</li>
<li>India Inc has a higher % of companies with better RoE than the rest of the world.</li>
<li>Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison</li>
</ul>


India Inc. leaders have been outperformers as compared to global peers on the back of strong ROE and EPS growth over the years.
India Inc has a higher % of companies with better RoE than the rest of the world.
Key takeaways for investors: Avoid macro noise, focus on fundamentals with peer comparison


Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>We anticipate Taiwan Semiconductor (TSMC) - ADR (TSM US) can achieve a 25% growth in 2025.  </li>
<li>It is unsurprising for TSMC to dominate in AI, including the assembly and testing segments.  </li>
<li>Chinese companies are also involved in AI, but there hasn't been a recent spread as a result of U.S. sanctions.  </li>
</ul>


We anticipate Taiwan Semiconductor (TSMC) - ADR (TSM US) can achieve a 25% growth in 2025.  
It is unsurprising for TSMC to dominate in AI, including the assembly and testing segments.  
Chinese companies are also involved in AI, but there hasn't been a recent spread as a result of U.S. sanctions.  


TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES

Trade-in subsidies on smartphones can boost e-commerce growth, Meituan deflects criticism with anti-fatigue measures, NetEase games receive...

Blue Lotus Research Institute

How the AI boom is reviving Three Mile Island

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands Reopening Three Mile Island faces...

Behind the Money

Select Sector Indices and S&P Equal Weight Rebalance: US$17.7bn Round-Trip Trade Post Capping Cutoff

Constituent changes to the SnP500 Index and capping changes result in a round-trip trade of US$17.7bn across the Select Sector and the SnP500 Equal...

Brian Freitas

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.

TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.

Patrick Liao

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES

​Trade-in subsidies on smartphones can boost e-commerce growth, Meituan deflects criticism with anti-fatigue measures, NetEase games receive...

Blue Lotus Research Institute

How the AI boom is reviving Three Mile Island

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands Reopening Three Mile Island faces...

Behind the Money

Select Sector Indices and S&P Equal Weight Rebalance: US$17.7bn Round-Trip Trade Post Capping Cutoff

Constituent changes to the SnP500 Index and capping changes result in a round-trip trade of US$17.7bn across the Select Sector and the SnP500 Equal...

Brian Freitas

Chartered Insights: Why Indian Businesses Outperform: A Data-Driven Perspective

​Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

Nimish Maheshwari

TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.

​TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.

Patrick Liao

Trade-in subsidies on smartphones can boost e-commerce growth, Meituan deflects criticism with anti-fatigue measures, NetEase games receive...

Indian companies have outperformed global peers with strong ROE and EPS growth, emphasizing the importance of focusing on fundamentals and peer...

TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.