A/H Premium Tracker (To 24 Nov 23): H Down Vs A, SOUTHBOUND Selling Continues, Tech Still Sold
The Quiddity A/H Premium tracker (an H/A discount version is also available (and I like that one better)). Hs underperform As. Tech is worst....
578 Views
Mainland Connect NORTHBOUND Flows (To 24 Nov 23): Chongqing Changan (Bought) Vs BYD (Sold)
Mainland Connect (NORTHBOUND) flows continue to sell net selling. This week was RMB -3.16bn. The big buy this week was Chongqing Changan, the big...
515 Views
ZEEKR IPO Valuation Analysis: Next BYD or Tesla?
ZEEKR is expected to IPO in December. I value ZEEKR shares using a 50/50 blend of EV/Sales analysis and long-term DCF analysis, and see potential...
721 Views
Zeekr Pre-IPO - Thoughts on Valuation
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about valautions.
730 Views
Zeekr Pre-IPO - Peer Comparison - Catching up with Little Spending
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we comapre Zeekr with its...
650 Views