Li Auto (LI US, 2015 HK): Deliveries Surged, But Overvalued Apart from Comparing with Tesla
Li Auto’s deliveries surged significantly since March 2023. Total revenue grew by 220% YoY in 2Q23 and 270% YoY in 3Q23. But we believe the stock...
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IMotion Automotive Pre-IPO - Refiled PHIP Updates - Lack of Competitive Edge Starting to Show
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from an earlier reported...
450 Views
REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation Discount
REPT BATTERO Energy is looking to raise around US$300m in its Hong Kong IPO. We have looked at the past performance in our earlier notes, in this...
771 Views
Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant
Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
675 Views
[Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK
XPEV's XPeng G9 making progress in European launch. 9 power battery companies exited the market in 2023. Huawei's new smartphone cases listed,...
311 Views