Geely (175 HK): 3Q25, Expects Strong Revenue for Strong Deliveries
Total deliveries grew by 35% YoY in Sep. 2025 and 43% YoY in 3Q25. BEV deliveries were double of the same period last year. We believe the stock...
545 Views
Merger Arb Mondays (15 Dec) - Toyota Ind, Makino, Raksul, Pacific Ind, Jinke, Meilan Airport, NSR
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
326 Views
Quiddity Leaderboard HSTECH Sep25: GEELY up 15% Vs Peers; ~US$2.2bn One-Way; Announcement Soon
Our expected ADD Geely has outperformed peers by nearly 15% in two months. We continue to see this as a low-conviction expected ADD and we expect...
409 Views
Geely (175 HK): 2Q25, Revenue Up by 28% YoY
In 2Q25, Geely’s revenue increased by 28% YoY in 2Q25 and its vehicle deliveries increased more rapidly by 47%. We believe Geely is the only...
281 Views
Quiddity Leaderboard HSTECH Sep25: Final Expectations; ~US$1.6bn One-Way; Long Up 9% Vs Peers
We continue to see Geely as a low-conviction ADD and ASMPT as a low-conviction DEL. Assuming these index changes take place, there could be...
591 Views