TSLA: Chinese EV Tariffs?＄＄＄
Takeaways: Biden plans to quadruple US/EU tariffs on Chinese EV imports. This will further defend TSLA’s domestic beachhead: 1) 50% EV market share...
314 Views
China Consumption Weekly (13 May 2024): Guangzhou Auto, NIO, CALT, Kuaishou, Trip.com, Seres
The NEV producers’ ranks changed a lot in April. GAC began to sell batteries to outside new energy vehicle producers. Kuaishou’s GMV increased by...
414 Views
ZEEKR IPO: Strong First-Day Return and Upsized Offering
ZEEKR, a promising Geely-backed EV maker, priced its upsized IPO at $21 per share on Friday. Shares surged ~35% due to strong investor interest as...
428 Views
Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
570 Views
Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
572 Views