China Consumption Weekly (9 Sep 2024): Tesla, NIO, PDD, Anta, 361 Degree
In August, Tesla’s shipments grew by only 3% YoY in China, much lower than the industry average 30%. NIO denied bankruptcy.
358 Views
HK Short Interest Weekly: Trip.Com, Shk Ppt, Anta Sports, Tencent, Baba, CCB, Jd, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Aug 30th and highlight short interest changes in Trip.Com, Shk Ppt, Anta...
603 Views
[Blue Lotus Daily]:1211 HK/LI US/XPEV US/NIO US/LKNCY US
BYD and Xpeng see strong EV sales growth in 35th week of 2024, while Li Auto, NIO, and Xpeng benefit from Xiaomi SUV spy photos resembling Model...
246 Views
Midea A/H Listing - Thoughts on A/H Premium and past A/H Listings
Midea Group Co Ltd A (000333 CH) aims to raise up to US$3bn in its H-share listing, as per media reports. In this note, we talk about the likely A...
549 Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
717 Views