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

Thematic (Sector/Industry)

<ul>
<li>Employment picture worsened in December. We believe Chinese government will erect hiring-related corporate subsidy in 2025;</li>
<li>Early attempts at street drink overseas have failed. But new attempts from Luckin might well work, over time;</li>
<li>Tesla's new Model Y received a raving reception from Chinese consumers. But we doubt it can last.</li>
</ul>


Employment picture worsened in December. We believe Chinese government will erect hiring-related corporate subsidy in 2025;
Early attempts at street drink overseas have failed. But new attempts from Luckin might well work, over time;
Tesla's new Model Y received a raving reception from Chinese consumers. But we doubt it can last.


[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For

<ul>
<li>Despite wide market skepticism,  macro data pointed to shaky but persist recovery. If Trump Tariff 2.0 is delayed, a macro policy overdose is possible; </li>
<li>What does China's EV sector look like in 2025? Our take is robust growth coupled with continuous exits and consolidations;</li>
<li>Is reckless price war the inevitable China story line? Luckin, BYD and Xiaomi showed they want something different this week.</li>
</ul>


Despite wide market skepticism,  macro data pointed to shaky but persist recovery. If Trump Tariff 2.0 is delayed, a macro policy overdose is possible; 
What does China's EV sector look like in 2025? Our take is robust growth coupled with continuous exits and consolidations;
Is reckless price war the inevitable China story line? Luckin, BYD and Xiaomi showed they want something different this week.


[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Total public EV charging stations (incl. temporary unavailable locations) were 74,986 as of December 31, 2024. Compared to the end of FY23, it is an increase of 16.0%.</li>
<li>Total EVSE charging ports (including the temporary unavailable ports) were 206,723, up nearly 22.8% compared to the end of 2023 and up 0.9% over November 2024.</li>
<li>US considerably lags behind China which had 3.39 million public charging stations at the end of October 2024.</li>
</ul>


Total public EV charging stations (incl. temporary unavailable locations) were 74,986 as of December 31, 2024. Compared to the end of FY23, it is an increase of 16.0%.
Total EVSE charging ports (including the temporary unavailable ports) were 206,723, up nearly 22.8% compared to the end of 2023 and up 0.9% over November 2024.
US considerably lags behind China which had 3.39 million public charging stations at the end of October 2024.


US EV Charging Infrastructure Tracker - December 2024

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Rising DXY, Treasury yields, and now energy commodities breaking out (Bloomberg Commodity index $DJP and WTI crude oil) suggests upside is likely to be capped, but...</li>
<li>...we still continue to see many other risk-on signals. As a result, we view this pullback as a buying opportunity, with all the major indexes testing/holding at support</li>
<li>Looking for support on the S&amp;P 500 at 5850, the 100-day MA (currently 5820), 5765-5770, and 5600-5670. As long as the S&amp;P 500 remains above 5600-5670, our outlook remains bullish</li>
</ul>


Rising DXY, Treasury yields, and now energy commodities breaking out (Bloomberg Commodity index $DJP and WTI crude oil) suggests upside is likely to be capped, but...
...we still continue to see many other risk-on signals. As a result, we view this pullback as a buying opportunity, with all the major indexes testing/holding at support
Looking for support on the S&amp;P 500 at 5850, the 100-day MA (currently 5820), 5765-5770, and 5600-5670. As long as the S&amp;P 500 remains above 5600-5670, our outlook remains bullish


S&P 500, Nasdaq 100 Testing Bull Flag Supports; Bullish Breadth Divergences; Buy the Pullback

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

<ul>
<li>Physical AI is poised to be the next big thing in AI, with a “ChatGPT moment” just around the corner, according to Nvidia’s founder and CEO.</li>
<li>And the rise of so-called embodied AI means two things: self-driving cars and humanoid robots.</li>
<li>Harmonic Drive System is the world’s leading manufacturer of high-end harmonic drives – essential equipment for high-spec humanoid robots.</li>
</ul>


Physical AI is poised to be the next big thing in AI, with a “ChatGPT moment” just around the corner, according to Nvidia’s founder and CEO.
And the rise of so-called embodied AI means two things: self-driving cars and humanoid robots.
Harmonic Drive System is the world’s leading manufacturer of high-end harmonic drives – essential equipment for high-spec humanoid robots.


Harmonic Drive (6324) - Beneficiary of Physical AI

United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For

Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...

Blue Lotus Research Institute

[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New

This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker - December 2024

EV charging infratsucture continue to grow at a slow pace in the U.S. Will need a lot of policy push to catch up with China.

GSBR Research

S&P 500, Nasdaq 100 Testing Bull Flag Supports; Bullish Breadth Divergences; Buy the Pullback

$SPX and $QQQ $NDX Testing Bull Flag Supports; Bullish Breadth Divergences (SPX and $IWM % above 20-dma); All Major Indexes Above Key Supports $DJI...

Vermilion Research

Harmonic Drive (6324) - Beneficiary of Physical AI

Physical AI like is the next big thing in AI according to Nvidia's CEO. Harmonic Drive System looks set to be a key player in providing essential...

Finimize Research

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52-week Range

Market Cap (USDm)

P/E

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[Blue Lotus China New Consumer Weekly, 4/52] Luckin Coffee's Overseas Expansion Is Worth Waiting For

​Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...

Blue Lotus Research Institute

[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New

This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.

Blue Lotus Research Institute

US EV Charging Infrastructure Tracker - December 2024

EV charging infratsucture continue to grow at a slow pace in the U.S. Will need a lot of policy push to catch up with China.

GSBR Research

S&P 500, Nasdaq 100 Testing Bull Flag Supports; Bullish Breadth Divergences; Buy the Pullback

$SPX and $QQQ $NDX Testing Bull Flag Supports; Bullish Breadth Divergences (SPX and $IWM % above 20-dma); All Major Indexes Above Key Supports $DJI...

Vermilion Research

Harmonic Drive (6324) - Beneficiary of Physical AI

Physical AI like is the next big thing in AI according to Nvidia's CEO. Harmonic Drive System looks set to be a key player in providing essential...

Finimize Research

Employment deteriorated in December. We believe government will need to introduce hiring-related corporate subsidies in the March Two Session. ...