[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
​Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
679 Views
REPT BATTERO Energy IPO Trading - Needs to Correct by 20-30%, at Least
REPT BATTERO Energy (REPT) raised around US$270m in its Hong Kong IPO. In this note, we talk about the demand and trading dynamics.
681 Views
Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
573 Views
[Blue Lotus Daily]：LKNCY/1211 HK/300750 CH/TSLA/9995 HK
​Chinese BsAb ADC developer secures a license deal with Bristol-Myers Squibb. Luckin increases subsidies for franchisees during the winter. LGES...
481 Views
Li Auto (LI US, 2015 HK): Deliveries Surged, But Overvalued Apart from Comparing with Tesla
Li Auto’s deliveries surged significantly since March 2023. Total revenue grew by 220% YoY in 2Q23 and 270% YoY in 3Q23. But we believe the stock...
474 Views