Li Auto (理想汽车) Pre-IPO - Peer Comparison - Margins May Look like BYD, but Sells like NIO
Li Auto Inc. (LI US) (LAI) is looking to raise up to US$1bn in its upcoming U.S. IPO.LAI is a smart electric SUV manufacturer in China. It designs,...
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China Auto: Recovery Interruption from Extreme Weather and Second Covid-19 Wave
China's auto sales number might be weaker than market expected, due to short term interruptions from extreme weather and second wave of Covid-19....
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BYD: Component Carve-Outs More Interesting than Core Business
BYD's earnings recovery is still facing challenges this year. China's NEV sales remain much weaker than ICE models in the past few months. In May...
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HSCEI Index Rebalance Preview - September 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q2 review of the Hang Seng Family of Indexes in mid August. The...
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HK Short Report: Wuxi Apptec Short Spiked
Hong Kong SFC reported today for aggregate short position on Jun 05. The aggregate short value for equities increased by $986m (+1.7%) WoW and...
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