Hesai Group: Growth Acceleration Has Already Priced In While Upside May Be Limited
Hesai Group stock is a one of the most speculative stocks in the LiDAR industry, in my view. I believe investors should take profits on Hesai Group...
384 Views
RoboSense Technology: Premium Multiple Is Not Justified. Long Path To Profitability
RoboSense Technology has recently completed its secondary offering and raised ~HK$1B. In my insight, I discuss relative valuation, competitive...
582 Views
Minieye Technology IPO: Valuation Multiples Appear Justified Given Top-Line Growth of 30%+
Minieye Technology, a rapidly growing provider of intelligent driving and cabin solutions in China, is expected to IPO this week. I examine a...
953 Views
Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
736 Views
WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t Help
WeRide has since relaunched its US$119m US IPO, having pulled it two months ago. Bosch cornered US$100m of the deal, leaving
938 Views