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

[Meituan (3690 HK, BUY, TP HK$118) Company Update]: Why ByteDance’s Purchase of Eleme Is a Bad Idea?

[Meituan (3690 HK, BUY, TP HK$118) TP Change]: Deeply Cultivate Domestic While Wait for Overseas

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>700 HK/NTES: Tencent's &lt;Dream Star&gt; achieved excellent results upon its launch.(+/-)</li>
<li>Temu/Shein/AMZN: Government newspaper reports that Temu merchants are developing their own brands (+/-/-)</li>
<li>3690 HK: It is rumored that Douyin will acquire Eleme with an offer price of US$7bn(-)</li>
</ul>


700 HK/NTES: Tencent's &lt;Dream Star&gt; achieved excellent results upon its launch.(+/-)
Temu/Shein/AMZN: Government newspaper reports that Temu merchants are developing their own brands (+/-/-)
3690 HK: It is rumored that Douyin will acquire Eleme with an offer price of US$7bn(-)


[Blue Lotus Daily - TMT Update]:NTES/700 HK/Temu/PDD/Shein/AMZN/3690 HK/BABA/JD