GEM Weekly (23 Jun 2023): Chinese Interest Rates; MediaTek, JD.com, Alibaba, NIO, Xpeng, Li Auto
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Tata Technologies Pre-IPO - Thoughts on Valuation
Tata Technologies (TATATECH IN) (TT) is looking to raise around US$600m in its upcoming India IPO. In this note, we provide our thoughts on...
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Tata Technologies Pre-IPO - Peer Comparison - Middling
Tata Technologies (TATATECH IN)Â (TT) is looking to raise around US$600m in its upcoming India IPO. In this note, we undertake a peer comparison.
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NIO Inc. (NIO US, BUY, TP US$10.5) Rating Change: Witnessing a Turning Point…UG to BUY
We upgrade to BUY and raise TP to US$ 10.5, due to 1) recovered growth outlook brought by widened customer base; and 2) smaller-than-feared margin...
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China’s EV Industry Calls on Regulators to Curb the Back-Seat Driving
Auto experts and industry executives in China are calling on regulators to explore a market-based approach to governing electric-vehicle (EV)...
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