China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
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Buying Global Financials & Autos/Auto Parts
Global automobile stocks display bullish price and RS inflections with many breaking out to new highs. Financials are attractive globally, ranging...
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CATL ā Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
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Tesla China Sales Deflated in July
Local deliveries in China plunged to the lowest since April 2020. Europe looks little better, as I expected. This may be the start of what turns...
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Li Auto HK Trading - Done at a Good Discount, Setting It up for a Modest Debut
Li Auto raised about US$1.52bn via a dual primary listing in Hong Kong. We have looked at the deal in our earlier notes, Li Auto HK Listing - Needs...
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