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

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>1024HK：Kuaishou will charge merchants for using the "Buy now, Pay later" marketing tool (+)</li>
<li>PDD/ BABA/ Shein: Extra color on PDD’s Shein lawsuit (+/+/-)</li>
<li>PDD/ BABA: Nike rumored to launch official outlet store on PDD (+/-)</li>
</ul>


1024HK：Kuaishou will charge merchants for using the "Buy now, Pay later" marketing tool (+)
PDD/ BABA/ Shein: Extra color on PDD’s Shein lawsuit (+/+/-)
PDD/ BABA: Nike rumored to launch official outlet store on PDD (+/-)


[Blue Lotus Daily - TMT Update] 1024 HK/PDD/BABA/Shein/VIPS/3690 HK/JD