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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GS Yuasa Placement - Well Flagged but Relatively Large Deal, Liquidity Might Be an Issue
Gs Yuasa Corp (6674 JP) (GSY) is looking to raise around US$240m via a public offering, along with placing shares via third-party allotment with...
551 Views
[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....
346 Views
A/H Premium Tracker (To 17 Nov): H up Vs A Despite SOUTHBOUND Net Selling; High Div SOEs Normalising
A/H premia on average narrowed somewhat despite SOUTHBOUND net selling this week both on a universal and H/A pair space basis. High Div SOEs have...
579 Views
Mainland Connect NORTHBOUND Flows (To 17 Nov 23): Net Sales Again, Dominated by Financials
Mainland Connect (NORTHBOUND) flows were negative again. Nearly RMB 5bn and net sells across both exchanges four days out of five. Financials were...
589 Views