WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the Horizon
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. In this note, we will talk about the positive aspects of the deal.
440 Views
Baidu Teams Up With Hesai Group For Its Robotaxi Platform Yichi 06: A Big Win For Hesai Group
In my insight, I discuss recent exclusive partnership between Baidu and Hesai Group, and update LiDAR deliveries estimates for Hesai Group
537 Views
Will Hesai Group Announce Its First-Ever Buyback To Restore Confidence in the Stock?
Hesai Group, a leading LiDAR technology company, is suffering from depressed valuation and I believe an initiation of share buyback program may...
510 Views
Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
512 Views
RoboSense Technology: Pre-IPO Investors and Shareholders May Sell Shares As IPO Lock-Up Ends in July
I maintain a bearish view on the high-growth name due to high valuation relative to peers and expect the stock will underperform in July and August
573 Views