Geely (175 HK): To Be Only Comparable Competitor to BYD in 1Q25
Geely’s deliveries reached 46% of BYD in 1Q25. The delivery growth rate accelerated since December 2024. We believe BEV deliveries can grow...
389 Views
A-H Premium Weekly (Apr 25th): Shanghai Petrochemical, Datang Intl Power Gen, Beigene
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Shanghai Petrochemical, Datang Intl Power Gen, Beigene,...
418 Views
BYD (1211 HK): Rev up by 36% in 1Q25, Scale to Bring 60% Upside
In 1Q25, BYD’s revenue increased by 36% YoY and sales volume increased by 60% YoY. We believe BYD’s scale advantage will help cashflow and the...
610 Views
Ather Energy IPO - Still Not Cheap Enough
Ather Energy is now looking to raise about US$350m in its upcoming India IPO. In this note, we talk about valuations for the IPO.
557 Views
[ETP 2025/17] WTI Tumbles Amid U.S. Trade Policy Uncertainty, Henry Hub Continues to Slide
US crude inventories rose unexpectedly, while gasoline and distillate stockpiles fell. Analysts lowered price targets for major oil companies,...
333 Views