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Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>In Depth: Why Geely’s Founder Broke With Chinese Business Tradition for His Succession When Li Shufu stepped down as chairman and executive director of Geely Automobile Holdings Ltd.</li><li>in August, it signaled far more than a routine leadership change at one of China’s largest private carmakers.</li><li>FINANCE &amp; ECONOMY Hong Kong Moves to Ease Listing Rules on Major Deals, Spin-Offs </li></ul>

In Depth: Why Geely’s Founder Broke With Chinese Business Tradition for His Succession When Li Shufu stepped down as chairman and executive director of Geely Automobile Holdings Ltd.in August, it signaled far more than a routine leadership change at one of China’s largest private carmakers.FINANCE &amp; ECONOMY Hong Kong Moves to Ease Listing Rules on Major Deals, Spin-Offs 

CX Daily: Why Geely’s Founder Broke With Chinese Business Tradition for His Succession 

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>HSTECH tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.</li>
<li>In this insight, we take a look at the rankings of potential ADDs/DELs for the September 2026 index rebal event.</li>
<li>We see zero index changes based on the latest available data. However, there could be US$234mn in one-way due to capping.</li>
</ul>


HSTECH tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.
In this insight, we take a look at the rankings of potential ADDs/DELs for the September 2026 index rebal event.
We see zero index changes based on the latest available data. However, there could be US$234mn in one-way due to capping.


Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Bottom-Up

<ul>
<li>Geely’s revenue grew by 25% YoY in 2025, supported by the continuous acceleration of sales volume.</li>
<li>We believe, as the new top seller, the company’s new-product promotion can be easier than before.</li>
<li>We believe Geely has an upside between 55% and 64% for the next twelve months.</li>
</ul>


Geely’s revenue grew by 25% YoY in 2025, supported by the continuous acceleration of sales volume.
We believe, as the new top seller, the company’s new-product promotion can be easier than before.
We believe Geely has an upside between 55% and 64% for the next twelve months.


Geely (175 HK): Revenue Up by 25% in 2025, About 50% Upside

<ul>
<li>Misleadingly, Geely’s deliveries look stagnant for the first two months of 2026.</li>
<li>In fact, Geely’s deliveries exceeded BYD again and the export grew dramatically.</li>
<li>We believe Geely has an upside of 73% for the next twelve months.</li>
</ul>


Misleadingly, Geely’s deliveries look stagnant for the first two months of 2026.
In fact, Geely’s deliveries exceeded BYD again and the export grew dramatically.
We believe Geely has an upside of 73% for the next twelve months.


Geely (175 HK): Feb. Deliveries Reconfirmed No. 1

<ul>
<li>Geely’s deliveries exceeded BYD and became the largest car maker in China in January.</li>
<li>Geely’s domestic deliveries were equivalent to BYD’s in the two months, Dec 2025 and Jan 2026.</li>
<li>We believe the stock has an upside of 65% for the next twelve months.</li>
</ul>


Geely’s deliveries exceeded BYD and became the largest car maker in China in January.
Geely’s domestic deliveries were equivalent to BYD’s in the two months, Dec 2025 and Jan 2026.
We believe the stock has an upside of 65% for the next twelve months.


Geely (175 HK): Exceeded BYD and Became No. 1

Hong Kong

Geely Automobile Holdings Limited is a leading Chinese automotive company primarily engaged in the research, development, manufacturing, marketing, and sale of passenger vehicles and related components. It offers a diverse portfolio of products including sedans, SUVs, and electric vehicles under brands such as Geely Auto, Lynk & Co, and Zeekr. The company is headquartered in Hong Kong and was founded in 1973.

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Geely Auto (175 HK)

CX Daily: Why Geely’s Founder Broke With Chinese Business Tradition for His Succession

n Depth: Why Geely’s Founder Broke With Chinese Business Tradition for His Succession When Li Shufu stepped down as chairman and...

Caixin Global

Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

Currently, capping flows are not very significant. The most significant outflow name is NetEase (9999 HK) which could have 0.8x ADV to sell...

Janaghan Jeyakumar, CFA

Geely (175 HK): Revenue Up by 25% in 2025, About 50% Upside

Geely’s revenue grew by 25% YoY in 2025, supported by the continuous acceleration of sales volume. We believe, as the new top seller, the company’s...

Ming Lu

Geely (175 HK): Feb. Deliveries Reconfirmed No. 1

Misleadingly, Geely’s deliveries look stagnant for the first two months of 2026. In fact, Geely’s deliveries exceeded BYD again and the export grew...

Ming Lu

Geely (175 HK): Exceeded BYD and Became No. 1

Geely’s deliveries exceeded BYD and became the largest car maker in China in January. We believe the stock has an upside of 65% for the next twelve...

Ming Lu

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