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>Chinese startup Manus launched a virtual AI assistant which we believe pointed to an important direction of monetization but the product itself has room for improvement;</li>
<li>Douyin followed BABA to launch AI-based omni-channel-promotion ads tools. The recent trend in China Internet advertising has been AI-driven take rate increases;</li>
<li>NetEase's &lt;Where the Winds Meet&gt; seems to be a winner above our expectations. </li>
</ul>


Chinese startup Manus launched a virtual AI assistant which we believe pointed to an important direction of monetization but the product itself has room for improvement;
Douyin followed BABA to launch AI-based omni-channel-promotion ads tools. The recent trend in China Internet advertising has been AI-driven take rate increases;
NetEase's &lt;Where the Winds Meet&gt; seems to be a winner above our expectations. 


[Blue Lotus Non-US Internet Weekly, 10/52]: Manus Signals the Excitement of Innovation Has Sunk In

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>A dramatic shift saw stocks surge as market sentiment reversed week over week.</li>
<li>Single stock option volumes were significantly lower vs prior two weeks.</li>
<li>We highlight stocks that have had unusual moves in price, volume and implied volatility.</li>
</ul>


A dramatic shift saw stocks surge as market sentiment reversed week over week.
Single stock option volumes were significantly lower vs prior two weeks.
We highlight stocks that have had unusual moves in price, volume and implied volatility.


Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A review of recent events/data impacting our investment themes or outlook</li>
<li>The weak USD, as US growth peaks and yields decline, is helping  international markets</li>
<li>Can Hong Kong and China stock markets decouple from a US bear market?</li>
</ul>


A review of recent events/data impacting our investment themes or outlook
The weak USD, as US growth peaks and yields decline, is helping  international markets
Can Hong Kong and China stock markets decouple from a US bear market?


Overview #18 - Tipping Point Arrived for Major Trend Changes?

Pan-Asia Tactical Market Calls (Quant-Driven), MRM Research

Nico Rosti

Pan-Asia Tactical Market Calls (Quant-Driven)

MRM Research

Quantitative Research

<ul>
<li>The <a href="https://www.smartkarma.com/entities/hong-kong-hang-seng-index" target="_blank" data-smartkarma-citation="entities:22899:1" rel="noopener">HSI INDEX</a> has been defying gravity, recently. It is up more than 30% from its most recent low.</li>
<li>In our previous, <a href="https://www.smartkarma.com/insights/hsi-to-find-strong-support-between-18-8k-and-17-5k-long-term-uptrend-set-to-restart" target="_blank" rel="noopener">Jan. 11th insight</a> we highlighted very precisely the support zone (18.8k-17.5k) from where the index was poised to resume its rally (the bottom was printed at 18671).</li>
<li>
Our models are currently indicating a very overbought condition. Leveraging the information relayed by <a href="https://www.smartkarma.com/profiles/gaudenz-schneider" target="_blank" data-smartkarma-citation="accounts:66501" rel="noopener">Gaudenz Schneider</a> in a recent insight, we think a "HSI PUT" could make sense here. </li>
</ul>


The HSI INDEX has been defying gravity, recently. It is up more than 30% from its most recent low.
In our previous, Jan. 11th insight we highlighted very precisely the support zone (18.8k-17.5k) from where the index was poised to resume its rally (the bottom was printed at 18671).

Our models are currently indicating a very overbought condition. Leveraging the information relayed by Gaudenz Schneider in a recent insight, we think a "HSI PUT" could make sense here. 


The HSI PUT: Hedging Strategies for an Overextended Rally

Analyst - Media&Entertainment Sector, Blue Lotus Research Institute

Stan Zhao

Analyst - Media&Entertainment Sector

<ul>
<li>DeepSeek's (DS) low-cost, high-performance open-source model fundamentally altered the AI landscape, but server overload of DS's chatbot caused poor user experience;</li>
<li>Among many Internet platforms that integrated DS into their products, Tencent stood to benefit the most. Through DS, Tencent LLM climbed 3 spots to unseat ByteDance to become the No.1;</li>
<li>What Tencent has done right including preprocessing, answer caching and building dedicated nodes. Now Manus is catching the imagination of AI monetization, Tencent can possible benefit more.</li>
</ul>


DeepSeek's (DS) low-cost, high-performance open-source model fundamentally altered the AI landscape, but server overload of DS's chatbot caused poor user experience;
Among many Internet platforms that integrated DS into their products, Tencent stood to benefit the most. Through DS, Tencent LLM climbed 3 spots to unseat ByteDance to become the No.1;
What Tencent has done right including preprocessing, answer caching and building dedicated nodes. Now Manus is catching the imagination of AI monetization, Tencent can possible benefit more.


Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?

China

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

Price Gauge
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Tencent Holdings (ADR) (TCEHY US)

[Blue Lotus Non-US Internet Weekly, 10/52]: Manus Signals the Excitement of Innovation Has Sunk In

Chinese startups like Manus are exploring AI assistants for monetization, Douyin follows suit with AI-based ads, and NetEase's Where the Winds...

Blue Lotus Research Institute

Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips

Stocks surged as market sentiment reversed, with lower single stock option volumes compared to previous weeks. Unusual moves in price, volume, and...

John Ley

Overview #18 - Tipping Point Arrived for Major Trend Changes?

A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market

Rikki Malik

The HSI PUT: Hedging Strategies for an Overextended Rally

The HSI Index is defying gravity, up over 30% from its recent lows, but our models suggest it is very overbought, indicating a potential...

Nico Rosti

Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?

DeepSeek-R1's integration into Tencent's AI assistant "Yuanbao" improves user experience and boosts the latter users to 17 mn. Tencent also did a...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Non-US Internet Weekly, 10/52]: Manus Signals the Excitement of Innovation Has Sunk In

​Chinese startups like Manus are exploring AI assistants for monetization, Douyin follows suit with AI-based ads, and NetEase's Where the Winds...

Blue Lotus Research Institute

Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips

​Stocks surged as market sentiment reversed, with lower single stock option volumes compared to previous weeks. Unusual moves in price, volume, and...

John Ley

Overview #18 - Tipping Point Arrived for Major Trend Changes?

A review of recent events/data impacting our investment themes and outlook. Can HK/China stockmarkets decouple from a US bear market

Rikki Malik

The HSI PUT: Hedging Strategies for an Overextended Rally

​The HSI Index is defying gravity, up over 30% from its recent lows, but our models suggest it is very overbought, indicating a potential...

Nico Rosti

Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?

​DeepSeek-R1's integration into Tencent's AI assistant "Yuanbao" improves user experience and boosts the latter users to 17 mn. Tencent also did a...

Blue Lotus Research Institute

Chinese startups like Manus are exploring AI assistants for monetization, Douyin follows suit with AI-based ads, and NetEase's Where the Winds...

Stocks surged as market sentiment reversed, with lower single stock option volumes compared to previous weeks. Unusual moves in price, volume, and...

The HSI Index is defying gravity, up over 30% from its recent lows, but our models suggest it is very overbought, indicating a potential...

DeepSeek-R1's integration into Tencent's AI assistant "Yuanbao" improves user experience and boosts the latter users to 17 mn. Tencent also did a...