CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Three stocks remain, seven new join the fray</li>
<li>Since inception, it has gained 144% versus the CSI 300 Index’s return of 104%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR methodology
Portfolio changes: Three stocks remain, seven new join the fray
Since inception, it has gained 144% versus the CSI 300 Index’s return of 104%


<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Three stocks remain, seven new join the fray</li>
<li>Since inception, it has gained 160% versus the CSI 300 Index’s return of 97%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR methodology
Portfolio changes: Three stocks remain, seven new join the fray
Since inception, it has gained 160% versus the CSI 300 Index’s return of 97%


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.

Equity Capital Markets

Shenzhen Transsion Holdings / Equity Capital Markets

<ul>
<li>Transsion, a mobile phone maker focused on Africa and other emerging markets, is seeking an A+H listing. CITIC is the sole sponsor.</li>
<li>While our previous note covers the fundamentals of the company, in this note we look at its 1H26 results, changes and valuation versus our previous note.</li>
<li>The recovery held up in 1H while maket position weakened. </li>
</ul>


Transsion, a mobile phone maker focused on Africa and other emerging markets, is seeking an A+H listing. CITIC is the sole sponsor.
While our previous note covers the fundamentals of the company, in this note we look at its 1H26 results, changes and valuation versus our previous note.
The recovery held up in 1H while maket position weakened. 


Transsion (传音控股) A+H Pre-IPO: PHIP Updates

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>This insight discusses about comparison between the financial and operational results of <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:43993:1" rel="noopener">Midea Group (300 HK)</a> , <a href="https://www.smartkarma.com/entities/haier-smart-home-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:31105:1" rel="noopener">Haier Smart Home (6690 HK)</a> and <a href="https://www.smartkarma.com/entities/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances (000651 CH)</a> </li>
<li>It compares the domestic &amp; export performance, revenue mix and guidance for H2FY2026.</li>
<li>Finally, we discuss about valuation comparison between the companies and our view.</li>
</ul>


This insight discusses about comparison between the financial and operational results of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree Electric Appliances (000651 CH) 
It compares the domestic &amp; export performance, revenue mix and guidance for H2FY2026.
Finally, we discuss about valuation comparison between the companies and our view.


H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy 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

<ul>
<li>NIO US/XPEV US/1810 HK/LI US: Electric vehicle sales were strong during the two weeks of the National Day holiday, with NIO, Leap, Zeekr, Xiaomi and Tesla performing better(///////)</li>
<li>Consumer sector: Steady Growth in Catering and Retail Consumption During the National Day Holiday(+)</li>
<li>Consumer sector: WeChat reports 20% YoY increase in transaction volume during National Day Holiday (+)</li>
</ul>


NIO US/XPEV US/1810 HK/LI US: Electric vehicle sales were strong during the two weeks of the National Day holiday, with NIO, Leap, Zeekr, Xiaomi and Tesla performing better(///////)
Consumer sector: Steady Growth in Catering and Retail Consumption During the National Day Holiday(+)
Consumer sector: WeChat reports 20% YoY increase in transaction volume during National Day Holiday (+)


[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

China

Haier Smart Home Co. Ltd. manufactures and distributes appliances. The Company produces air conditioners, refrigerators, freezers, small household electrical appliances, and other related products. Haier Smart Home markets its products domestically and internationally.

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Haier Smart Home (600690 CH)

The Stocks to Own in China – Vol. 39

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...

A. Stotz Investment Research

The Stocks to Own in China – Vol. 38

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...

A. Stotz Investment Research

Transsion (传音控股) A+H Pre-IPO: PHIP Updates

Transsion is seeking an A+H listing. 1H26 net profit rose 46.2% YoY as smartphone price increases ran ahead of memory costs. The test for 2H26 is...

Ke Yan, CFA, FRM

H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

This insight discusses comparison between the financial, operational and outlook of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree...

Sreemant Dudhoria

[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Stocks to Own in China – Vol. 39

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...

A. Stotz Investment Research

The Stocks to Own in China – Vol. 38

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...

A. Stotz Investment Research

Transsion (传音控股) A+H Pre-IPO: PHIP Updates

Transsion is seeking an A+H listing. 1H26 net profit rose 46.2% YoY as smartphone price increases ran ahead of memory costs. The test for 2H26 is...

Ke Yan, CFA, FRM

H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

This insight discusses comparison between the financial, operational and outlook of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree...

Sreemant Dudhoria

[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

​Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...

Blue Lotus Research Institute

Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...