Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>Draconian 'de minimis' reform proposal in the US has bipartisan support</li>
<li>In Q224 results, rampant signs of a Chinese X-border retail slowdown</li>
<li>Other news: plastics laws, new Amazon threat, SHEIN sustainability initiatives</li>
</ul>


Draconian 'de minimis' reform proposal in the US has bipartisan support
In Q224 results, rampant signs of a Chinese X-border retail slowdown
Other news: plastics laws, new Amazon threat, SHEIN sustainability initiatives


SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project?

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>PDD US:PDD valuation cheaper than slower growing e-commerce peers. (/)</li>
<li>SHEIN: SHEIN launches semi- consignment model in the EU.  (/)</li>
<li>BABA US: Taobao launches “Grass-Planting Plan” to drive off-site traffic to Taobao (+) </li>
</ul>


PDD US:PDD valuation cheaper than slower growing e-commerce peers. (/)
SHEIN: SHEIN launches semi- consignment model in the EU.  (/)
BABA US: Taobao launches “Grass-Planting Plan” to drive off-site traffic to Taobao (+) 


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

<ul>
<li>700 HK: &lt;Black Myth: WuKong&gt; Tops Steam’s Most Played Games Now with Over 1.2 million Concurrent Players (+)</li>
<li>700 HK: Tencent’s &lt;Rock Kingdom: World&gt; Begins Beta Testing Today: iOS Only, Android/PC Versions Not Yet Available (+)</li>
<li>700 HK: &lt;Honor of Kings&gt; Matchmaking Algorithm to Be Overhauled (+)</li>
</ul>


700 HK: &lt;Black Myth: WuKong&gt; Tops Steam’s Most Played Games Now with Over 1.2 million Concurrent Players (+)
700 HK: Tencent’s &lt;Rock Kingdom: World&gt; Begins Beta Testing Today: iOS Only, Android/PC Versions Not Yet Available (+)
700 HK: &lt;Honor of Kings&gt; Matchmaking Algorithm to Be Overhauled (+)


[Blue Lotus Daily-TMT Update]:700 HK/LCKNY US/NTES US/BABA US/PDD US/AMZN US/SHEIN/3690 HK

<ul>
<li>700 HK: Based on &lt;DnF Mobile&gt; Developer Nexon's 2Q24 Financial Report, the Game Generated around RMB 7bn in Revenue During the Quarter (+)</li>
<li>700 HK: &lt;League of Legends&gt; to Introduce Another PVE Game Mode (+)</li>
<li>BILI US: Bilibili's &lt;Aether Gazer&gt; to Shut Down on November 12 (/)</li>
</ul>


700 HK: Based on &lt;DnF Mobile&gt; Developer Nexon's 2Q24 Financial Report, the Game Generated around RMB 7bn in Revenue During the Quarter (+)
700 HK: &lt;League of Legends&gt; to Introduce Another PVE Game Mode (+)
BILI US: Bilibili's &lt;Aether Gazer&gt; to Shut Down on November 12 (/)


[Blue Lotus Daily-TMT Update]:700 HK/BILI US/BABA US/PDD US/JD/3690HK/ZTO/1519HK/2352 CH/SHEIN/TCOM

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

<ul>
<li>Welcome to <strong><em>Consumer Tales &amp; Trends</em></strong>, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/jollibee-foods-corp" target="_blank" data-smartkarma-citation="entities:987:1" rel="noopener">Jollibee Foods (JFC PM)</a> dives into Korea's coffee war zone with a new acquisition. But with expensive funding, selling cheap coffee isn't so cool anymore.</li>
<li>Tiger Balm, the beloved pain relief elixir, is under valued in its holding-company, <a href="https://www.smartkarma.com/entities/haw-par-corp-ltd" target="_blank" data-smartkarma-citation="entities:9898:1" rel="noopener">HawPar Corp</a> . In an aging world full of aches, it's time to let Tiger Balm roar!</li>
</ul>


Welcome to Consumer Tales &amp; Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.

Jollibee Foods (JFC PM) dives into Korea's coffee war zone with a new acquisition. But with expensive funding, selling cheap coffee isn't so cool anymore.
Tiger Balm, the beloved pain relief elixir, is under valued in its holding-company, HawPar Corp . In an aging world full of aches, it's time to let Tiger Balm roar!


Consumer Tales & Trends #July 1-10: Korea Coffee War, Crazy Rich Asians & More

Hong Kong

Zoetop Business Co., Limited, doing business as SHEIN, operates as a fashion e-commerce platform. The Company focuses on women's wear, men's apparel, children's clothes, accessories, shoes, bags, and other fashion items. SHEIN serves clients worldwide.

Price Gauge
52-week Range	0.00 - 0.00
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SHEIN (1895674D HK)

SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project?

In this roundup of news related to China's direct-to-consumer retail platforms we cover: a new de minimis reform bill in the US, Q2's X-border...

Tracking Traffic

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

PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/LCKNY US/NTES US/BABA US/PDD US/AMZN US/SHEIN/3690 HK

Popular games like <black wukong myth:=""> and <honor of kings> are making waves on Steam and in beta testing, while changes are coming to...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/BILI US/BABA US/PDD US/JD/3690HK/ZTO/1519HK/2352 CH/SHEIN/TCOM

Nexon's <dnf mobile> game generates RMB 7bn, League of Legends adds new PVE mode, Bilibili's <aether gazer> shutting down on November 12.<...

Blue Lotus Research Institute

Consumer Tales & Trends #July 1-10: Korea Coffee War, Crazy Rich Asians & More

Consumer Tales & Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.

Devi Subhakesan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SHEIN & Temu Updates: 'De Minimis' Threat | Chinese X-Border Slowdown | Plastics! | AMZN Project?

In this roundup of news related to China's direct-to-consumer retail platforms we cover: a new de minimis reform bill in the US, Q2's X-border...

Tracking Traffic

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

​PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/LCKNY US/NTES US/BABA US/PDD US/AMZN US/SHEIN/3690 HK

​Popular games like <black wukong myth:=""> and <honor of kings> are making waves on Steam and in beta testing, while changes are coming to...

Blue Lotus Research Institute

[Blue Lotus Daily-TMT Update]:700 HK/BILI US/BABA US/PDD US/JD/3690HK/ZTO/1519HK/2352 CH/SHEIN/TCOM

​Nexon's <dnf mobile> game generates RMB 7bn, League of Legends adds new PVE mode, Bilibili's <aether gazer> shutting down on November 12.<...

Blue Lotus Research Institute

Consumer Tales & Trends #July 1-10: Korea Coffee War, Crazy Rich Asians & More

Consumer Tales & Trends, your weekly roundup of the latest corporate developments, investment reports and sector events in the consumer industry.

Devi Subhakesan

PDD US valuation cheaper than e-commerce peers, SHEIN launches consignment model in EU, Taobao's "Grass-Planting Plan" drives off-site traffic.

Popular games like <black wukong myth:=""> and <honor of kings> are making waves on Steam and in beta testing, while changes are coming to...

Nexon's <dnf mobile> game generates RMB 7bn, League of Legends adds new PVE mode, Bilibili's <aether gazer> shutting down on November 12.<...