[Blue Lotus Daily-TMT Update]:TCOM US/BABA US/JD US/PDD US/700 HK
United Airlines to add more China-U.S. flights, but weekly cap remains a constraint. 1688 launches private-label brand similar to SHEIN. Alibaba...
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[Blue Lotus Daily-TMT Update]:BIDU US/SE US/MELI US/BABA US/4689 JP/PDD US/JD US
Baidu receives pilot license for autonomous driving taxis in Hong Kong while e-commerce penetration in Brazil rises during Black Friday and Shopee...
200 Views
[Meituan (3690 HK, BUY, TP HK$165) TP Change]: C3Q24 Review: Buy or Leave?
Meituan beats revenue/profit expectations in C3Q24 but misses guidance in C4Q24. Positive catalysts include consumption stimulus, market share...
208 Views
[Blue Lotus Daily-TMT Update]:NTES US/700 HK/1024 HK/BIDU US/BABA US/KC US
NetEase denies full staff layoff in Shenzhen game division, renames RPG project, and closes overseas studio. Tencent Announces Video Generation...
288 Views
[Baidu, Inc. (BIDU US, SELL, TP US$78) TP Change]: C3Q24 Review: No Respite in Going Ex-Growth
BIDU reports in-line financials, with declining ad revenue and unsustainable margin improvement. No growth expected, SELL rating maintained with...
319 Views