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

China TMT Update (May 5-Pt1): NTES/PDD/LKNCY/2150HK/ATAT：Justice Mobile Launches 2nd Round Test

China TMT Update(May 5-Pt2): 3690.hk/Baba/PDD/LEGN - Meituan and Alipay Release May 1st Holiday Data

China TMT Update (May.6) - Douyin/PDD/ByteDance/BEKE/NIO: Douyin Launches “Super Cheap Little Shop”

China TMT Update (Apr.26) - 3690HK/ 1024HK/NIO/LEGN:Douyin Launches Local Services Conference

China TMT Update (Apr.27) - BABA/700.HK/BIDU/PDD/BGNE: AliCloud Will Significantly Cuts Prices

China TMT Update(Apr.25) - 3690.HK/2150.HK/700.HK/TME: Meituan Riders in Shanwei Go on Strike

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>BZ: Kanzhun Limited: China State Council issued a series of policies to stabilize employment market.(+)</li>
<li>BILI/1024HK/3690HK: New Internet ads measures take effect since May 1(-/-/+)</li>
<li>3690 HK: RED preparing to launch group buying function (-)</li>
</ul>


BZ: Kanzhun Limited: China State Council issued a series of policies to stabilize employment market.(+)
BILI/1024HK/3690HK: New Internet ads measures take effect since May 1(-/-/+)
3690 HK: RED preparing to launch group buying function (-)


China TMT Update(Apr.28)-BZ/BILI/1024/3690HK: RED Preparing to Launch Group Buying Function (-)

China IT

China TMT Update(Apr.28)-BZ/BILI/1024/3690HK: RED Preparing to Launch Group Buying Function (-)