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Shawn Yang
China/Asia TMT
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Blue Lotus Research Institute
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China
Joined:
20 December 2022
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bullish
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Weibo Corp
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26 May 2023 18:32
Weibo (WB US, BUY, TP US$26.9) Earnings Review: Maintain BUY for Margin Improvement
While we dial down its 2Q23 revenue forecast, we remain optimistic about its growth in 2H23, as more brand advertisers gradually recover. Maintain...
Blue Lotus Research Institute
398 Views
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bullish
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NetEase Inc
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26 May 2023 18:29
NetEase (NTES US, BUY, TP US$106) Earnings Review: Justice Mobile Is the Next Catalyst
The upcoming key title, Justice Mobile , is set to launch by the end of June. We anticipate that investors may need to wait for some time after...
Blue Lotus Research Institute
380 Views
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bullish
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Meituan
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26 May 2023 18:23
Meituan (3690 HK, BUY, TP US$170) Target Price Change: Consolidating Market Share… Maintain BUY
Our BUY thesis remains unchanged, as we believe investors overestimate Douyin's impact, while underestimating Meituan's ability to improve margins....
Blue Lotus Research Institute
420 Views
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bullish
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Futu Holdings Ltd
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25 May 2023 20:27
[Futu Holdings (FUTU US, BUY, TP US$51) Review]: A Resilient Quarter Under Regulatory Pressure
Futu reported 1Q23 revenue 12.7%/14.8% higher than our est./cons., non-GAAP NI 21.2%/19.5% higher than our est./cons., mainly due to strong margin...
Blue Lotus Research Institute
292 Views
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bullish
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Xpeng
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25 May 2023 20:24
[XPeng Inc. (XPEV US, BUY, TP US$10) TP Change]: BUY on Recovery Starting from 2Q23
We maintain BUY, because of 1) the rebound of momentum starting from 2Q23; 2) ongoing margin recovery from Q2. We cut TP to US$ 10 due to pressure...
Blue Lotus Research Institute
327 Views
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