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>TCOM US/ ATAT US: China Extends Transit Visa-Free Policy to 240 Hours(+/+)</li>
<li>1024 HK: Kuaishou Introduces Subscription Service for Micro Drama Business (+)</li>
<li>700 HK/1439927D CH/BIDU US: Apple Negotiates with Tencent and ByteDance to Launch AI Features in China (+/+/-)</li>
</ul>


TCOM US/ ATAT US: China Extends Transit Visa-Free Policy to 240 Hours(+/+)
1024 HK: Kuaishou Introduces Subscription Service for Micro Drama Business (+)
700 HK/1439927D CH/BIDU US: Apple Negotiates with Tencent and ByteDance to Launch AI Features in China (+/+/-)


[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Airlines / In Depth: Even more European airlines drop China routes</li><li>Fraud /In Depth: China fleshes out telecom fraud rules to ensure punishments fit the crime</li><li>Temu /: Temu suffers first big setback as Vietnam suspends its operations</li></ul>

Airlines / In Depth: Even more European airlines drop China routesFraud /In Depth: China fleshes out telecom fraud rules to ensure punishments fit the crimeTemu /: Temu suffers first big setback as Vietnam suspends its operations

CX Daily: Even More European Airlines Drop China Routes 

<ul>
<li>BABA US/PDD US/VIPS US/JD US/3690 HK: NBS retail consumption data for November 2024 shows impact of early Double 11 (-/-/-/-/+)</li>
<li>BABA US/600177 CH: Alibaba rumored to sell Intime to Youngor (+//)</li>
<li>PDD US/1519 HK: Temu launches semi-consignment model in Mexico (-/+)</li>
</ul>


BABA US/PDD US/VIPS US/JD US/3690 HK: NBS retail consumption data for November 2024 shows impact of early Double 11 (-/-/-/-/+)
BABA US/600177 CH: Alibaba rumored to sell Intime to Youngor (+//)
PDD US/1519 HK: Temu launches semi-consignment model in Mexico (-/+)


[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US

<ul>
<li>UBER US/WRD US/BIDU US/9660 HK/XPEV US:Uber cooperates with WeRide in the United Arab Emirates. It previously cooperated with BYD for 100,000 EV's. Is it using China to counter Tesla?.(/////////)</li>
<li>NTES US: NetEase’s New Game &lt;Marvel Rival&gt; Reaches Over 10 Million Players Within 72 Hours of Launch (+)</li>
<li>BABA US/PDD US: Taobao launches new treasure hunting mechanism for upcoming 12/12 sale to attract a younger cohort (+/-)</li>
</ul>


UBER US/WRD US/BIDU US/9660 HK/XPEV US:Uber cooperates with WeRide in the United Arab Emirates. It previously cooperated with BYD for 100,000 EV's. Is it using China to counter Tesla?.(/////////)
NTES US: NetEase’s New Game &lt;Marvel Rival&gt; Reaches Over 10 Million Players Within 72 Hours of Launch (+)
BABA US/PDD US: Taobao launches new treasure hunting mechanism for upcoming 12/12 sale to attract a younger cohort (+/-)


[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK

<ul>
<li>TCOM US: United Airlines to Add Three China-U.S. Flights Next Year. Weekly Cap of 100 Flights Remains Main Constraint for China-U.S. Route Recovery(+)</li>
<li>BABA US : 1688 launches SHEIN- like private-label brand. (+)</li>
<li>BABA US/JD US/PDD US: Alibaba announced as e-commerce sponsor for 2025 CCTV Spring Gala (+/-/-)</li>
</ul>


TCOM US: United Airlines to Add Three China-U.S. Flights Next Year. Weekly Cap of 100 Flights Remains Main Constraint for China-U.S. Route Recovery(+)
BABA US : 1688 launches SHEIN- like private-label brand. (+)
BABA US/JD US/PDD US: Alibaba announced as e-commerce sponsor for 2025 CCTV Spring Gala (+/-/-)


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

China

PDD Holdings Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The Company focuses on digital economy so that local communities and small businesses can benefit from the increased productivity and new opportunities. PDD Holdings has built a network of sourcing, logistics, and fulfillment capabilities for its underlying businesses.

Price Gauge
52-week Range	0.00 - 0.00
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PDD Holdings (PDD US)

[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...

Blue Lotus Research Institute

CX Daily: Even More European Airlines Drop China Routes

Airlines / In Depth: Even more European airlines drop China routes On Nov. 9, Scandinavian Airlines (SAS) concluded its final direct flight from...

Caixin Global

[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US

Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK

Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.

Blue Lotus Research Institute

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

United Airlines to add more China-U.S. flights, but weekly cap remains a constraint. 1688 launches private-label brand similar to SHEIN. Alibaba...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily-TMT Update]:TCOM US/ ATAT US/1024 HK/700 HK/1439927D CH /BIDU/3690 HK/JD/BABA/PDD

​China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...

Blue Lotus Research Institute

CX Daily: Even More European Airlines Drop China Routes

Airlines / In Depth: Even more European airlines drop China routes On Nov. 9, Scandinavian Airlines (SAS) concluded its final direct flight from...

Caixin Global

[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US

​Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK

​Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.

Blue Lotus Research Institute

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

​United Airlines to add more China-U.S. flights, but weekly cap remains a constraint. 1688 launches private-label brand similar to SHEIN. Alibaba...

Blue Lotus Research Institute

China expands visa-free transit policy, Kuaishou offers subscription service for micro dramas, Apple in talks with Tencent and ByteDance for AI...

Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi...

Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.

United Airlines to add more China-U.S. flights, but weekly cap remains a constraint. 1688 launches private-label brand similar to SHEIN. Alibaba...