On June 7, 2024, Eric Wen, head of research at Blue Lotus Research Institute, discusses Chinese shopping platform Meituan’s earnings beat and business outlook.

On March 12, 2024, Blue Lotus Head of Research Eric Wen hosted a webinar together with the CFO of Hua Hong Semiconductor, Mr. Daniel Wang. The webinar covered a wide range of topics, including the current stage of the semiconductor demand cycle, semiconductor localization opportunities, AI demand for mature semiconductors, power semiconductors for renewables and electric vehicles, and more.

JD is very different from PDD and Alibaba, which are 3P companies. Since they just provide a platform and revenue is basically from advertising. All the merchandise is provided by merchandise partners, which makes them respond very quickly to new trends entering the market, while JD follows the Amazon model.

Blue Lotus Research Institute’s Managing Director Shawn Yang discussed the recent performance disclosure of relevant companies, including the operational performance of JD.com and Tencent August 17th. He talked about JD.com's merchant subsidies, Tencent's future game reserves, and the challenges these companies will face in the second half of the year.

Blue Lotus Research Institute's Managing Director, Mr. Shawn Yang, recently had an interview with Bloomberg regarding Alibaba on June 21st. He discussed Alibaba's new organizational changes, future IPO plans for its subsidiary business groups, and the market competition landscape and unique features of LLM products.

Shawn Yang, managing director at Blue Lotus Capital Advisors, discusses Alibaba business split up and Tencent’s recent quarterly earnings with BBG on Mar 23th and Mar29th, respectively. Shawn also discussed his 2023 outlook for eCommerce, gaming, and ads sectors. We maintain a BUY rating for Alibaba and Tencent.