CX Daily: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei
TOP STORIES Autos / In Depth: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei China’s state-owned automakers are deepening ties...
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Pony AI Secondary HK Offering - Stock Has Been Volatile, a Look at Possible Trading Setup
Pony AI (PONY US) plans to raise around US$1bn in its secondary listing in Hong Kong. In this note, we talk about the deal dynamics and possible...
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Sany Heavy Industries A/H IPO Pricing - Thoughts on Valuations
Sany Heavy Industry (600031 CH) aims to raise around US$1.6bn in its H-share listing. In this note, we talk about the IPO pricing.
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Geely (175 HK): Possible to Beat BYD – Contrast of September Deliveries
BYD is still the largest sedan maker, but its deliveries began to decline. Geely is the second largest car maker, but its deliveries surged...
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Seres Group H Share Listing: The Investment Case
Seres, a Chinese NEV manufacturer, has filed its PHIP for an H Share listing to raise US$1.5 billion. In this note, I discuss the investment case.
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