[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
162 Views
[XPeng Inc. (XPEV US, SELL, TP US$9) Rating Change]: Strategic Options May Come Late and Uncertain
XPeng reported Q3 2023 results with losses worse than expected due to an End-Of-Production charge, and faces tough competition and eroding...
364 Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
868 Views
Tata Technologies IPO Lockup Expiry - US$1.5bn Lockup Release, Some Funds Are Sitting on 40x Gains
Tata Technologies raised around US$370m in its India IPO in Dec 2023. In this note, we talk about its upcoming US$1.5bn lockup release.
223 Views
New Experiments in China's Crowded EV Space
Chinese EV makers are trying to breakeven by trying new business models and launching new cars. We believe they have challenges. Buying battery...
212 Views