NIO HK/ADS Placement - Slightly Better Placed, but Slightly Bigger Deal at US$1bn
NIO (NIO US) is looking to raise around US$1bn via a primary placement in Hong Kong and US. In this note, we talk about the deal dynamics.
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Chery Auto Pre-IPO - Peer Comparison
Chery Automobile is looking to raise about US$1.5bn in its upcoming Hong Kong IPO. We have looked at the company’s past performance in our previous...
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Chery Auto Pre-IPO - PHIP Updates - Some More Data, Some More Issues
Chery Automobile is looking to raise about US$1.5bn in its upcoming Hong Kong IPO. In this note, we talk about the updates from its most recent...
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The Humanoids Are Coming… But When?
Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...
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7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?
In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7...
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