BYD (1211 HK): Low Growth in 1Q24, But March Sales and Homemade Batteries to Support a Strong Year
BYD’s revenue growth is low. However, The recovery of sales volume in March suggests a strong year. We believe BYD will win the price war due to...
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Northbound Flows (Apr 26th): CMB, Moutai, Ping An Insurance, Wuliangye, CATL, Mindray, Luxshare
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CMB, Moutai, Ping An Insurance, Wuliangye, CATL,...
467 Views
Mainland Connect NORTHBOUND Flows (To 26 Apr 2024): Big NB Buy Friday
A big net buy week for NORTHBOUND Mainland Connect on relatively low gross volume, indicating a soft week but big allocation Friday. Probably...
499 Views
[Blue Lotus Daily]:9926HK/1801HK/BGNE US/9995HK/LI US/1810HK/1211HK/NIO US/XPEVUS/300274SZ/ 300750SZ
Stablization of insulin NDRL price suspected major changes. New energy exports were generally weak in March, with new energy vehicles thriving....
394 Views
Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
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