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Research Report
LKNCY US EQUITY: Luckin Coffee F3Q24 | Neutral
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LKNCY US EQUITY: Luckin Coffee F3Q24 | Neutral
Company Insights
Pre Earning View

In Jul-24, our China Payment Cohort Data captured monthly transacting users both slowed down from the prior quarter, especially the latter with a sharp slowdown from 2Q24’s +59% to +17% y/y. As of Jul-24, our captured Luckin Coffee number of offline stores continuously slowed down to +71% y/y from Jun-24’s +76% y/y and 2Q24’s +84% y/y. It is likely a deliberate move to counter the negative effects from the previous rapid store expansion which led to a lowered average store operating effiency (source).

2024-09-12
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Oversea E-Commerce Platform Competition Analysis-Jul 2024
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Oversea E-Commerce Platform Competition Analysis-Jul 2024

US & Global: Amazon vs. Temu vs. Tiktok Shop
In Jul, thanks to Prime Day promotion, Amazon shows a strong m/m increase; Temu GMV further ramps up driven by fast growing semi-managed business.
In Jul, Temu's high-end price band (>50 USD) value mix increases noticeably likely due to a ramping-up in local warehouse GMV. Amazon >100 USD value mix increase due to higher mix in consumer electronics and home appliance during promotion.

2024-08-15
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HTHT US EQUITY: Huazhu  F2Q24 | Positive
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HTHT US EQUITY: Huazhu F2Q24 | Positive
Company Insights
Pre Earning View

Huazhou's Total Turnover (Legacy-Huazhu) is estimated to normalize to +23% y/y in 2Q24 vs. 1Q24’s estimation of +29% y/y on tough comps.

The company’s turnover value surged in early May, mainly driven by the strong travel demand during the May Day holiday, particularly in Tier 2 and Tier 3 & below cities, and partly benefiting from the holiday timing difference.

2024-07-17
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