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BYD (002594 CH)
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599
Analysis
Consumer Discretionary
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China
BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.
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bullish
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Thematic (Sector/Industry)
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06 Mar 2024 16:57
[Blue Lotus Daily]:1211 HK/XPEV/ 1810 HK/LI/NIO/ZLAB/BGNE/MNSO
Li, Xpeng, and GAC AION adjust prices; Zai Lab's revenue growth weakens; Qualcomm showcases new products at MWC Barcelona.
Blue Lotus Research Institute
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275 Views
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bearish
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ARM Holdings
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06 Mar 2024 09:48
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
Sumeet Singh
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1.3k Views
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bullish
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Ola Electric
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05 Mar 2024 10:44
Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the Leader
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
Sumeet Singh
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709 Views
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bullish
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China Telecom (H)
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03 Mar 2024 18:51
HK Connect SOUTHBOUND Flows (To 1 Mar 2024); Continued Big Buys of SOEs (Getting Boring to Say This)
The HK Connect SOUTHBOUND flows were again positive. SOEs continue to be bought. The ex-dates for high-div SOEs in the oil and telecom sectors are...
Travis Lundy
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562 Views
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bearish
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Quantitative Analysis
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03 Mar 2024 10:10
A-H Premium Weekly (Mar 1st): ZTE, China Southern, SMIC, Ganfeng Lithium, Flat Glass Group
We analyzed A-H premium changes in the past week and highlight A-H premium changes for ZTE, China Southern, SMIC, Ganfeng Lithium, Flat Glass Group.
Ke Yan, CFA, FRM
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541 Views
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