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@ahern_brendan
"Today's @chinalastnight includes information on a policy pivot by the Chinese government to address excess capacity and cutthroat/non-profitable competition. Implications for auto $NIO $LI $XPEV $BYD and e-commerce $BABA $JD $PDD could be significant. Review some history if you aren't familiar with the below flag"
@ahern_brendan on X 2025-07-01 16:32:21 UTC 12.2K followers, 2900 engagements
"Per today's @chinalastnight potential catalyst for $NIO $LI $XPEV" @ahern_brendan on X 2025-07-16 19:45:54 UTC 12.2K followers, 4086 engagements
"Impressive from $BIDU @Baidu_Inc AI digital humans outperform real hosts in China's evolving live commerce market" @ahern_brendan on X 2025-06-18 20:49:32 UTC 12.2K followers, 1598 engagements
"Per today's @chinalastnight @Reuters had a fantastic/must-read article on Chinese EV makers' innovation. Great journalism $NIO $LI $XPEV $TSLA How China's new auto giants left GM VW and Tesla in the dust" @ahern_brendan on X 2025-07-07 14:36:31 UTC 12.2K followers, 1663 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. Riding the renminbi/CNH strength versus the US $. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-06-30 16:25:57 UTC 12.2K followers, 1441 engagements
"Per today's @chinalastnight Vice Premier Zhang Guoqing calls for "intensified efforts to promote the healthy development of the platform economy" ie internet companies. Companies not named but based on my highlight below my guess is #Meituan $BABA $JD $PDD #Bytedance $DIDIY" @ahern_brendan on X 2025-03-26 14:03:37 UTC 12.2K followers, 2151 engagements
"Premium/Discount of US listed China #ADRs versus their Monday close (HK was closed today) $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-01 16:19:25 UTC 12.2K followers, 1323 engagements
"Also aligned with President Trump and the EU's concerns on auto overproduction. E-commerce could be a beneficiary as well as $JD's entrance into restaurant delivery and online travel by slasing fees weighs on $TCOM $BABA $PDD $VIPS IMO" @ahern_brendan on X 2025-07-01 12:18:35 UTC 12.2K followers, 1262 engagements
"This came out after the HK market's close. Positive catalyst for $BABA $JD & $MPNGY as gov't could end restaurant delivery price war as part of "anti-involution" campain. Covered in today's @chinalastnight" @ahern_brendan on X 2025-07-18 13:57:26 UTC 12.2K followers, 3165 engagements
"$BIDU @Baidu_Inc "Baidu Revamps Search with New AI Features in Its Biggest Overhaul in a Decade Launches Image-to-Video Model MuseSteamer". Look good to me" @ahern_brendan on X 2025-07-03 12:58:39 UTC 12.2K followers, 2260 engagements
"$BIDU @Baidu_Inc names new CFO. Ex Kingsoft Cloud CFO strong credentials IMO" @ahern_brendan on X 2025-07-01 13:07:49 UTC 12.2K followers, 4237 engagements
"Photo of $BYDDF @BYDCompany showroom I took last week in Singapore" @ahern_brendan on X 2025-05-19 19:59:20 UTC 12.2K followers, 1102 engagements
"Key questions for investors: Are the days of China exporting deflation over Could higher inflation divert Chinese savings to stocks Are efforts to curtail overcapacity part of a US China trade deal Tune in to find out" @ahern_brendan on X 2025-07-22 13:36:44 UTC 12.2K followers, 2675 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. CNH/renminbi outperforming the ADRs and HK futures intra-day. late day rally $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-09 18:42:58 UTC 12.2K followers, 1314 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. Tariff talk tanks US stocks including the ADRs. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-07 16:52:11 UTC 12.2K followers, 1671 engagements
"Premium/Discount of US listed China #ADRs versus their HK close. $TCEHY $BABA $JD $NTES $BZUN $BIDU $ATHM $BILI $TCOM $EDU $XPEV $WB $LI $NIO $ZH $BEKE $TME $MPNGY" @ahern_brendan on X 2025-07-18 18:57:30 UTC 12.2K followers, 1665 engagements