[Blue Lotus Daily]:1211 HK/XPEV/ 1810 HK/LI/NIO/ZLAB/BGNE/MNSO
Li, Xpeng, and GAC AION adjust prices; Zai Lab's revenue growth weakens; Qualcomm showcases new products at MWC Barcelona.
266 Views
Ola Electric Pre-IPO Peer Comparison - Increasing Competition, but It’s Still the Leader
Ola Electric is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
701 Views
China Consumption Weekly (4 Mar 2024): Alibaba, Sun Art, Li Auto, Nayuki, NetEase, Vipshop
Alibaba closed four supermarkets at the end of February. Alibaba is moving retailers from the discount app back to Taobao. Li Auto’s deliveries...
441 Views
[Li Auto Inc. (LI US, BUY, TP US$52) TP Change]: What Can Go Wrong & Go Right in LI Becoming BYD #2
LI Auto exceeded expectations in top line, operating profit, and net income, with potential for increased exports but possible gross margin...
963 Views
[Blue Lotus Daily]:LI/XPEV/NIO/1211 HK/BEKE/ZLAB
Strong EV brands like Li and Tesla saw better sales during CNY; ByteDance suspends home decoration business; BMS outsources Opdivo sales to Zai...
250 Views