INSIGHT PROVIDER
Rising
Ying Pan

Ying Pan
Blue Lotus Non US Internet research
Blue Lotus Research Institute

81
Insights
31.3k
Views
37
Followers
Hong Kong Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)
Refresh
11 May 2024 18:20

[Blue Lotus Daily - TMT Update]:PDD US/SHEIN/AMZN US/TCOM US/3690 HK/ ATAT US/700 HK

​Temu allows brand merchants on platform, visa-free policy extended for 12 countries, limited skins boost grossing rankings for League of Legends:...

08 May 2024 17:17

[Blue Lotus Daily - TMT Update]:TCOM US /3690 HK /ATAT US/700 HK/BABA US/JD US/PDD US/2618 HK/Douyin

​Domestic tourism strong but outbound tourism weak during 5.1 holiday; Tencent's new mobile game to undergo public testing next week; MOFCOM...

bullishMeituan
07 May 2024 13:03

[Meituan (3690 HK,BUY,TP HK$150) Rating Change]: A Turning Point Might Have Arrived on Two Catalysts

We upgrade Meituan because we believe its success in Hong Kong might be replicable on a global scale. Evidence has also emerged that domestic...

01 May 2024 18:09

[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS

rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code.  SHEIN designated asVLOP....

26 Apr 2024 16:55

[Blue Lotus Daily - TMT Update]:JD US/BABA US/2618 HK/6690 HK/000333 SH/000651 SH/1810HK/700HK/SHEIN

Some cities  begun to roll out “Trade Old in for New” subsidies. will commence pre-sales on Tencent's WeGame on May.SHEIN launches support for self...

x