[Blue Lotus Sector Update]: All Will Have a Bright Future
We see the future, post decoupling world to have two operating systems, one surrounding US and the other surrounding China.
424 Views
IMotion Automotive Technology Pre-IPO - The Negatives - But Profitability Still a Black Box
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the not-so...
544 Views
IMotion Automotive Technology Pre-IPO - The Positives - Strong Growth Ahead with Some Big Names
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the positive...
465 Views
China’s NEV Sales Are Both Surging and Sinking, Depending on the Company
Major Chinese manufacturers’ new-energy vehicle (NEV) sales were all over the map in March, with companies that recently released budget-friendly...
388 Views
China TMT Update (Apr.19) - LI/9995HK/LGEN:Li Auto Unveils All-Electric Solution
LI: Li Auto unveils all-electric solution (+)； 9995HK: Hengrui disclosed the results of its HER2 ADC phase III clinical trial；LGEN:Novartis Signs...
353 Views