Ola Electric IPO Trading - Decent Anchor, Tepid Overall Demand
Ola Electric managed to raise around US$734m in its India IPO. In this note, we talk about the trading dynamics. While the anchor book was decent,...
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[Blue Lotus Daily]:1211 HK/AAPL US/2150 HK/Macro News Update/Consumer Industry Update
​BYD and Uber partner to deploy 100,000 vehicles worldwide, Huawei starts production on double-hinge folding device, China's State Council...
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China Consumption Weekly (5 Aug 2024): BYD, Tesla, Seres, Alibaba, New Oriental, TAL
In July, BYD’s deliveries increased by 31% YoY and Tesla’s deliveries in China increased by 47% YoY. Alibaba Taobao will soften its “refund only”...
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HK Short Interest Weekly: Tracker Fund, AIA, Hisense Ha, China Res Beer
We analyzed the latest HK SFC report for aggregate short position as of Jul 26th and highlight short interest changes in Tracker Fund, AIA, Hisense...
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China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
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