BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year
BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...
436 Views
A-H Premium Weekly (Apr 26th): Zoomlion, Sinotrans, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zoomlion Heavy, Sinotrans, Remegen.
471 Views
[Blue Lotus Daily]:9926HK/1801HK/BGNE US/9995HK/LI US/1810HK/1211HK/NIO US/XPEVUS/300274SZ/ 300750SZ
Stablization of insulin NDRL price suspected major changes. New energy exports were generally weak in March, with new energy vehicles thriving....
397 Views
Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
840 Views
ZEEKR IPO Valuation Update: Likely To Price IPO Below Last Round Valuation of ~$13B
ZEEKR restarted US IPO in April and plans to raise up to $500M. I’m cautious about buying into ZEEKR IPO as EV stocks have significantly...
483 Views