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Li Auto (LI US)
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388
Analysis
Consumer Discretionary
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China
Li Auto Inc. manufactures automobiles. The Company designs, develops, and sells smart new energy electric sport utility vehicles. Li Auto conducts businesses in China.
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bullish
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Li Auto
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27 Jun 2023 08:02
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Broker
Li Auto Inc. (LI US) – 2Q23 Earnings Preview: NP to Rise QoQ in FY23E
We project Li Auto’s net profit to rise 27% QoQ to RMB 1.2bn in 2Q23E, and therefore raise its FY23E net profit to RMB 5.0bn.
CMB International
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181 Views
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bearish
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Vinfast
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26 Nov 2023 23:35
2024 High Conviction: VinFast (VFS US) – Heading for Trouble
VinFast remains an avoid due to related party-driven EV sales, declining customer traction, operating losses, cash burn, equity raise overhang and...
Arun George
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552 Views
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bearish
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Vinfast
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16 Aug 2023 19:29
VinFast: Inexplicable Valuation
VinFast faces headwinds of poor reviews, declining customer traction, ongoing losses and cash burn. VinFast is trading at a material premium to...
Arun George
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334 Views
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bullish
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Macroeconomics
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08 Jun 2023 08:34
Blue Lotus Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.
We continue to chat with venture capitalists (VC’s) and hedge fund managers in our tour of China. Our takeaway is that Chinese government intend to...
Blue Lotus Research Institute
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248 Views
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bullish
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Thematic (Sector/Industry)
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30 May 2023 01:15
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Broker
China Auto Sector – Mixed picture ahead as inventory risk lingers
China’s passenger-vehicle (PV) retail sales volume fell 1% YoY in first four months of 2023, 2% higher than our forecast made in Dec 2022.
CMB International
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238 Views
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