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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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Hong Kong
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03 November 2023
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Information Technology & Consumer Discretionary
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Equity Bottom-Up
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bullish
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Xiaomi
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05 Sep 2025 18:46
[Xiaomi Inc. (1810 HK, BUY, TP HK$61) TP Change]: C2Q25 Review: Getting into the Brand Expansion Era
Xiaomi beats estimates, plans to expand brand success beyond smartphones to appliances and EV's worldwide, leading to a raised price target and...
Blue Lotus Research Institute
496 Views
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bullish
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Alibaba
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05 Sep 2025 18:44
[Alibaba (BABA US, BUY, TP US$181) Target Price Change]: C2Q25 Review: Who Will Rescue Meituan?
Alibaba beats earnings estimates, poised to dominate O2O e-commerce in China with a 50% market share, leading to a top buy rating and increased...
Blue Lotus Research Institute
726 Views
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bullish
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KE Holdings
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29 Aug 2025 12:25
[KE Holdings Inc. (BEKE US, BUY, TP US$24) TP Change]: The Old China Braces for Turbulence & Change
Beike reported lower than expected financial results for the second quarter of 2025, attributing the decline in home sales growth to a weak market...
Blue Lotus Research Institute
430 Views
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bullish
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XPeng
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22 Aug 2025 17:40
[XPeng Inc. (XPEV US, BUY, TP US$28) Review]: When Margin and Cash Is Right, Growth Is Secondary
XPeng reported Q2 2025 financials, with losses wider than expected but improved vehicle gross margin. Analysts maintain a top buy rating with...
Blue Lotus Research Institute
438 Views
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bullish
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Hesai Group
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21 Aug 2025 12:48
[Hesai Group (HSAI US, BUY, TP US$35) Review]: Rapid Cost Down Continued Driving Penetration
HESAI (HSAI) reports strong Q2 results with significant growth in LiDAR shipments and gross margin improvement, prompting a reiteration of TOP BUY...
Blue Lotus Research Institute
222 Views
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