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Blue Lotus Non US Internet research
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Blue Lotus Research Institute
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Hong Kong
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03 November 2023
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bullish
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Thematic (Sector/Industry)
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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:...
Blue Lotus Research Institute
305 Views
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bullish
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Thematic (Sector/Industry)
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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...
Blue Lotus Research Institute
178 Views
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bullish
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Meituan
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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...
Blue Lotus Research Institute
183 Views
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bullish
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Thematic (Sector/Industry)
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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....
Blue Lotus Research Institute
150 Views
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bullish
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Thematic (Sector/Industry)
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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...
Blue Lotus Research Institute
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