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Shawn Yang

Shawn Yang
China/Asia TMT
Blue Lotus Research Institute

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China • Information Technology • Equity Bottom-Up • Thematic (Sector/Industry)
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bullish•Thematic (Sector/Industry)•21 Mar 2023 09:17

China TMT Update(Mar.21): BILI/BIDU/BABA/3635.JP/BGNE - Douyin Launches "Qingtao", Similar to BILI

BILI: Douyin launches "Qingtao", similar to BILI; BIDU: Baidu's ERNIE Bot exceeds expectations from user feedbacks BABA/3635JP: <Three Kingdoms:...

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bearish•Xpeng•21 Mar 2023 09:09

[XPeng (XPEV US) Earnings Review]: Facing Price War and Fiercer Competition in 2023

We maintain SELL, because 1) price war and intensified competition in 2023; 2) margin pressure ahead amid the price war.

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bullish•NetEase Inc•20 Mar 2023 09:02

[NetEase (NTES US) Company Update]: Eggy Party Could Have Long Life Cycle

Eggy Party could be sustainable because of the absence of competitive games, an emerging UGC ecosystem with much potential, social connections...

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bullish•KE Holdings Inc•20 Mar 2023 08:49

[KE Holdings (BEKE US) Target Price Change]: Raise TP for Better Market Outlook and Profitability

We maintain BUY rating and raise the TP by US$2 to US$23 to reflect 1) the gross margin improvement, 2)narrower loss-making in new initiatives.

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bullish•ZTO Express•20 Mar 2023 08:46

[ZTO Express (ZTO US) Earnings Review]: Striding Towards Ecosystem Development

ZTO is the most likely to expand its own end-to-end ecosystem, which leads to improvement in operating efficiency, increase of doorstep delivery,...

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