[Blue Lotus Daily]:1810 HK/ZK US/NIO US/TSLA US/XPEV US/600104 SH/1211 HK/ LI US/LKNCY US
Xiaomi to start double-shift production of SU7, FSD12 users conversion rate low, Li Auto leads in sales in 18th week of 2024.
398 Views
[Luckin (LKNCY US, SELL, TP US$17) Rating Change]: Old Tricks Might Have Run Out of Its Use
To make things worse, we see Luckin at losing its coffee differentiation. We downgrade the stock rating from BUY to SELL and lower TP to US$17/ADS.
426 Views
[Blue Lotus Daily]:1810HK/LI US/LKNCY US/AAPL/TSM/1810 HK
Tesla cuts prices of all series to compete with XiaomiSU7 and LI L6.Huawei launches new flagship featuring upgrading processors.LI cuts price,...
263 Views
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
413 Views
Sichuan Baicha Baidao IPO - Doesn’t Offer a Discount to Peers
Sichuan Baicha Baidao Industrial is looking to raise up to US$330m in its HK IPO. In this note, we talk about valuations.
507 Views