[Blue Lotus Daily-TMT Update]:UBER US/WRD US/BIDU US/9660HK/XPEV US/NTES/BABA/PDD/3690HK/TCOM /700HK
Uber partners with WeRide in UAE after previous EV collaboration with BYD, raising questions if it's using China to compete with Tesla.
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CiDi IPO Valuation Analysis: High Valuation Is Warranted Due To Unicorn Status/Hyper Growth Profile
In my insight, I focus on CiDi IPO valuation analysis, outline risks and explain why CiDi IPO may be much more attractive for investors than IPOs...
463 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...
655 Views
CiDi IPO Preview: Uniquely Positioned For Growth In Autonomous Mining and Logistics Trucks
CiDi, a China’s provider of driverless mining trucks and V2X technologies, filed to go public in Hong Kong. The company has a strong potential for...
602 Views
[Blue Lotus Daily]:981 HK/1347 HK/TSMC US/9660 HK/XPEV US/1810 HK/ZTO US/BABA US/Macro News Updated
US halts sales of 7nm processors to China; Xpeng P7+ pre-orders surpass 30,000, challenging Xiaomi SU7; Xiaomi 15 series sales exceed 1mn units...
245 Views