BYD (1211 HK) Quick Note: Company and Industry Sales Up by 46% YoY and 51% YoY
BYD’s deliveries growth accelerated Aug and Sep. The whole domestic NEV market has been accelerating for all  three months in Q3. We conclude the...
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JD Industrials Pre-IPO - Refiling Updates - Few Hits, Few Misses
JD Industrial Technology is looking to raise about US$1bn in its upcoming HK IPO. We have looked at its past performance in our earlier notes. In...
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HK Short Interest Weekly: Meituan, Citic Sec, Hkex, Trip.Com, ICBC, CCB, New World Dev
We analyzed the latest HK SFC report for aggregate short position as of Oct 4th and highlight short interest changes in Meituan, Citic Sec, Hkex,...
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[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro
​Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...
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Horizon Robotics Pre-IPO - PHIP Updates - More of the Same, Lots to Watch Out For
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent filings.
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