REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation Discount
REPT BATTERO Energy is looking to raise around US$300m in its Hong Kong IPO. We have looked at the past performance in our earlier notes, in this...
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BYD (1211 HK): Largest Producer in Dramatically Expanding Market
China NEV market grew by 35% YoY in first ten months. BYD’s production is significantly larger than other NEV producers. We believe the stock has...
653 Views
Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant
Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
690 Views
[Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK
XPEV's XPeng G9 making progress in European launch. 9 power battery companies exited the market in 2023. Huawei's new smartphone cases listed,...
314 Views
REPT BATTERO Energy Pre-IPO - PHIP Updates - Leaning on ESS
REPT BATTERO Energy (REPT HK) is now looking to raise around US$300m in its upcoming Hong Kong IPO, down from the US$1bn it was aiming for earlier.
603 Views