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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•Weibo Corp•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...

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bullish•NetEase Inc•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...

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bullish•Meituan•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....

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bullish•Futu Holdings Ltd•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...

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bullish•Xpeng•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...

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