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...
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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...
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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.
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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...
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[Blue Lotus Daily]: BEKE/XPEV/LI/BYD/CATL
New home sales remain tepid, while US EV slowdowns lead to staff cuts at SK On and LGES, potentially benefiting Chinese EV and battery companies....
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