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>JD US/3690 HK:JD.com to Launch Self-operated On-Demand Delivery Service. (+/-)</li>
<li>JD US/BABA US/1810 HK:Shanghai expands the products eligible for home appliance subsidies (+/+/+)</li>
<li>BABA US / 700 HK: Alipay suffers brief outage. (-/+)</li>
</ul>


JD US/3690 HK:JD.com to Launch Self-operated On-Demand Delivery Service. (+/-)
JD US/BABA US/1810 HK:Shanghai expands the products eligible for home appliance subsidies (+/+/+)
BABA US / 700 HK: Alipay suffers brief outage. (-/+)


[Blue Lotus Daily-TMT Update]:JD/3690 HK/BABA/1810 HK/700 HK/BILI/1024 HK/BIDU/20 HK/NTES/SE/GRAB

<ul>
<li>JD US/3690 HK/BABA US:JD.com’s 7FRESH Supermarket lowers prices to gain traffic, challenging Meituan and Freshippo (+/+/+)</li>
<li>1024 HK:Kuaishou's Overseas Short-video Platform Kwai Officially Launches E-commerce in Brazil (+)</li>
<li>1024 HK:Kuaishou Game &lt;Endless Dream&gt; Surpasses 10 Million Pre-Registered Players, Announces Collaboration with &lt;Soul Knight&gt; (+)</li>
</ul>


JD US/3690 HK/BABA US:JD.com’s 7FRESH Supermarket lowers prices to gain traffic, challenging Meituan and Freshippo (+/+/+)
1024 HK:Kuaishou's Overseas Short-video Platform Kwai Officially Launches E-commerce in Brazil (+)
1024 HK:Kuaishou Game &lt;Endless Dream&gt; Surpasses 10 Million Pre-Registered Players, Announces Collaboration with &lt;Soul Knight&gt; (+)


[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

<ul>
<li>700 HK: Tencent Timi L1 Studio General Manager Huang Lanxiao Steps Down, Will Fully Oversee &lt;Honor of Kings&gt; Global Esports Development (/)</li>
<li>700 HK/300027 CH: &lt;Black Myth: Wukong&gt; DLC Development May Have Started (+/+)</li>
<li>700 HK: Tencent Extends Partnership with NBA Until 2027 as “NBA China’s Exclusive Digital Media Partner” (+)</li>
</ul>


700 HK: Tencent Timi L1 Studio General Manager Huang Lanxiao Steps Down, Will Fully Oversee &lt;Honor of Kings&gt; Global Esports Development (/)
700 HK/300027 CH: &lt;Black Myth: Wukong&gt; DLC Development May Have Started (+/+)
700 HK: Tencent Extends Partnership with NBA Until 2027 as “NBA China’s Exclusive Digital Media Partner” (+)


[Blue Lotus Daily-TMT Update]:700 HK/300027 CH/NTES US/TCOM US

<ul>
<li>700 HK: Tencent’s &lt;Delta Force&gt; Global Version Launch Scheduled for December 5 (+)</li>
<li>700 HK: Tencent Meeting Announces Free Meeting Time Limit Reduced to 40 Minutes (+)</li>
<li>BABA US/700 HK: New user installs reach new high in September (+/+)</li>
</ul>


700 HK: Tencent’s &lt;Delta Force&gt; Global Version Launch Scheduled for December 5 (+)
700 HK: Tencent Meeting Announces Free Meeting Time Limit Reduced to 40 Minutes (+)
BABA US/700 HK: New user installs reach new high in September (+/+)


[Blue Lotus Daily-TMT Update]:BABA US/700 HK/NTES US/JD US/PDD US/BABA US/VIPS US/1024 HK

<ul>
<li>JD US/BABA US/1810 HK: Jiangsu Province adds seven new products to the list of appliances eligible for subsidies(+/+/+)</li>
<li>700 HK: Tencent's MOBA Game &lt;Pokémon Unite&gt; Mobile Version Set for Release on November 7(+)</li>
<li>700 HK: Tencent-owned Riot Games Announces Layoffs, Offering Severance of at Least Six Months' Salary, Aiming to Keep &lt;League of Legends&gt; Thriving for 15 More Years(/)</li>
</ul>


JD US/BABA US/1810 HK: Jiangsu Province adds seven new products to the list of appliances eligible for subsidies(+/+/+)
700 HK: Tencent's MOBA Game &lt;Pokémon Unite&gt; Mobile Version Set for Release on November 7(+)
700 HK: Tencent-owned Riot Games Announces Layoffs, Offering Severance of at Least Six Months' Salary, Aiming to Keep &lt;League of Legends&gt; Thriving for 15 More Years(/)


[Blue Lotus Daily-TMT Update]:JD US/BABA US/1810 HK/700 HK/NTES US/3690 HK

China

NetEase is a Chinese Internet technology company that provides online services across various sectors. Its core businesses include the development and operation of desktop and mobile games, alongside services in news aggregation, music streaming (NetEase Cloud Music), online education (Youdao), advertising, email, and e-commerce (Yanxuan). The company is headquartered in Hangzhou, China, and was founded in June 1997.

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52-week Range	0.00 - 0.00
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NetEase (9999 HK)

[Blue Lotus Daily-TMT Update]:JD/3690 HK/BABA/1810 HK/700 HK/BILI/1024 HK/BIDU/20 HK/NTES/SE/GRAB

JD.com is launching a self-operated on-demand delivery service, Shanghai expands home appliance subsidies, and Alipay experiences a brief outage.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/300027 CH/NTES US/TCOM US

Tencent makes strategic moves in esports and digital media partnerships, with leadership changes and new developments in gaming.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:BABA US/700 HK/NTES US/JD US/PDD US/BABA US/VIPS US/1024 HK

Tencent's global launch of set for December 5, free meeting time limit reduced to 40 minutes, and Alibaba's new user installs hit record high in...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:JD US/BABA US/1810 HK/700 HK/NTES US/3690 HK

Jiangsu Province adds new products to subsidy list; Tencent to release Pokémon Unite mobile game; Riot Games announces layoffs to support League...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily-TMT Update]:JD/3690 HK/BABA/1810 HK/700 HK/BILI/1024 HK/BIDU/20 HK/NTES/SE/GRAB

​JD.com is launching a self-operated on-demand delivery service, Shanghai expands home appliance subsidies, and Alipay experiences a brief outage.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:JD/3690HK/BABA/1024HK/700HK/BIDU/3092JP/4385JP/PDD/1810HK/NTES /MSFT

​JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/300027 CH/NTES US/TCOM US

​Tencent makes strategic moves in esports and digital media partnerships, with leadership changes and new developments in gaming.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:BABA US/700 HK/NTES US/JD US/PDD US/BABA US/VIPS US/1024 HK

​Tencent's global launch of set for December 5, free meeting time limit reduced to 40 minutes, and Alibaba's new user installs hit record high in...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:JD US/BABA US/1810 HK/700 HK/NTES US/3690 HK

​Jiangsu Province adds new products to subsidy list; Tencent to release Pokémon Unite mobile game; Riot Games announces layoffs to support League...

Blue Lotus Research Institute

JD.com is launching a self-operated on-demand delivery service, Shanghai expands home appliance subsidies, and Alipay experiences a brief outage.

JD.com's 7FRESH Supermarket lowers prices to compete with Meituan and Freshippo, Kuaishou launches e-commerce in Brazil and announces...

Tencent makes strategic moves in esports and digital media partnerships, with leadership changes and new developments in gaming.

Tencent's global launch of set for December 5, free meeting time limit reduced to 40 minutes, and Alibaba's new user installs hit record high in...

Jiangsu Province adds new products to subsidy list; Tencent to release Pokémon Unite mobile game; Riot Games announces layoffs to support League...