INSIGHT PROVIDER
Eric Wen

Eric Wen
Blue Lotus China New Economy Research
Blue Lotus Research Institute

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Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)
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bullishXiaomi
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...

bullishAlibaba
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...

bullishKE Holdings
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...

bullishXPeng
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...

bullishHesai Group
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...

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