[Blue Lotus Daily]:NIO US/1810 HK/ LI US/BEKE US/981 HK/1347 HK/ACMR/9926 HK
EV sales for NIO, Xiaomi, and LI were strong in the 20th week. Shanghai is implementing policies to boost property market demand. China has...
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CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up
Li Auto / In Depth: Mega blunder adds to Li Auto’s troubles as Huawei rivalry hots up Li Auto Inc. (理想汽车) had reasons to be upbeat heading towards...
270 Views
[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,...
435 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.
401 Views
[Li Auto (LI US, BUY, TP US$25) TP Change]: Delaying BEV Is the Wrong Approach to Competition
LI Auto delays BEV launch to 2025 in chaotic Chinese EV market, but still rated as a buy due to SUV niche, healthy margin, and ample cash. Target...
369 Views