Auto - 3Q Earnings Preview: Leading Players to Beat
We expect 3Q24 earnings of some leading Chinese automakers including BYD, Geely and Li Auto to rise substantially from 2Q24, which could beat...
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[Blue Lotus Daily]:1810 HK/1211HK/LI US/NIO US/XPEV US/MNSO US/ATAT US/002352 CH/2618HK/ZTO US/Macro
​Household loan data in China highlights need for consumption stimulus; more incremental policies expected. Positive outlook on Ministry of Finance...
244 Views
Horizon Robotics Pre-IPO - PHIP Updates - More of the Same, Lots to Watch Out For
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the updates from its recent filings.
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The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
519 Views
China Consumption Weekly (14 Oct 2024): Tencent, Lalatech, Seres, BYD, NIO, Trip.com
Tencent repurchased 250 million shares in the first three quarters. Lalatech's GTVÂ and revenue were up by 18% YoY. Seres expects its revenue will...
377 Views