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...
758 Views
[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...
335 Views
CX Daily: Chinese Chipmakers Look to Malaysia to Sidestep U.S. Tariffs
Chips / Cover Story: Chinese chipmakers look to Malaysia to sidestep U. S. tariffs As global supply chains are braced for disruption following...
319 Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
1k Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (December 2)
Hong Kong market breadth is high as mainland investors continue buy HK shares. Baidu, the largest Robotaxi operator was granted license to operate...
416 Views