A-H Premium Weekly (Dec 6th):ZOOMLION, CanSinoBIO, GAC Group, Asymchem
We analyzed A-H premium changes in the past week and highlight A-H premium changes for ZOOMLION, CanSinoBIO, GAC Group, Asymchem.
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HK Short Interest Weekly: Anta Sports, Trip.Com, Baba, Tracker Fund, Tencent, BOC, BYD, CCB
We analyzed the latest HK SFC report for aggregate short position as of Nov 29th and highlight short interest changes in Anta Sports, Trip.Com,...
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Tesla Shortens Supplier Payment Terms to 90 Days Through Cost-Saving Innovations
Tesla has shortened its supplier payment cycle to about 90 days in 2024, continuing to outpace rivals in financial efficiency and supplier...
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BYD (1211 HK): Quick Note – Preparing for Price War in 2025
BYD’ deliveries continued to grow strongly by 68% in November. BYD required its suppliers to reduce prices by 10% for 2025. We believe BYD will...
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[Blue Lotus Daily]:LI US/XPEV US/NIO US/1211HK/TSLA US/ZK US/MNSO/601933CH/LKNCY/981HK/ACMR/1347HK
Electric vehicle deliveries in the 48th week of 2024 show stagnation for some, surge for others. Stock rally commentary and impacts of US...
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