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Shawn Yang

Shawn Yang
China/Asia TMT

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China Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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14 Oct 2023 17:45

China TMT Update-Oct.14-3690.HK/BABA/JD/DADA/DDL/9699.HK/Kanzhun/700.HK/CPNG:Douyin 1-Hr Delivery

Douyin adds a more prominent entrance for its 1-hr delivery supermarket feature;  No signal for rebound in job market in China yet; QQ Browser...

13 Oct 2023 09:09

China TMT Update-Oct.13-KE/FUTU/BABA- Beike Acquires “iKongjian”/Futu Japan MAU/Lazada Waived Fees

Beike is going to acquire the home renovation company “iKongjian”;Futu Japan app’s MAU increase rapidly;Alibaba's Lazada waived seller fees to take...

12 Oct 2023 08:55

CHina TMT Update Oct.12-Pt.2-BABA/BILI/U::Taobao Upgrades Membership/Bilibili Aims to Double DAU

BABA:Taobao upgrades its membership program in preparation for 11.11; BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU; U: Unity CEO...

12 Oct 2023 08:44

China TMT Update Oct.12-Pdd/Baba/4385jp/BABA/LI/NIO/XPEV-TikTok Shop US/Taobao Management Change

TikTok Shop US opened up; rumor says Taobao/Tmall looking to shuffle CEO; AITO’s sales performance during the National Day holiday see good...

12 Oct 2023 08:37

[Blue Lotus Internet Sector Update]: Increasing Marginalization of Middle-Sized Companies

We raised Tencent's TP by 4% to HK$417 while keeping Alibaba unchanged. We cut Kuaishou and Bilibili’s TP by 8% and 3% and maintain SELL.

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