[Blue Lotus Daily]:1211 HK/AAPL US/2150 HK/Macro News Update/Consumer Industry Update
BYD and Uber partner to deploy 100,000 vehicles worldwide, Huawei starts production on double-hinge folding device, China's State Council...
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[Blue Lotus Daily]:1211 HK/LI US /1810 HK/NIO US/XPEV US/MNSO US/981 HK/BEKE US/2150 HK
New energy vehicles see growth in 26th week of 2024 due to consumption subsidies; Indonesia plans high tariffs on Chinese imports; expectations...
271 Views
Luckin's Small Step into Non-Coffee Drinks Is a Big Step of Its Future Directions
Luckin's Lemonade drinks are a short-term profit boost, but may not sustain due to lower quality. Luckin's pursuit of me-too SKU is worrisome to us.
474 Views
Hong Kong Connect Flows (May 24th): BOC, CCB, ICBC, Zto Express, Tencent, Meituan, Xiaomi, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for BOC, CCB, ICBC, Zto Express, Tencent, Meituan, Xiaomi, CNOOC.
542 Views
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
413 Views