2025 High Conviction: Short NIO (NIO US/9866 HK)
NIO will likely struggle to reignite its growth with its three-brand strategy in a fiercely competitive market. Its promise to reach breakeven in...
841 Views
Zhejiang Sanhua Intelligent Controls A/H Listing - PHIP Updates and Thoughts on A/H Premium
Zhejiang Sanhua Intellignt Controls Co., Ltd. (002050 CH) (ZSIC), a manufacturer of refrigeration and air-conditioning control components, aims to...
169 Views
China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
1.1k Views
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
646 Views
[NIO Inc. (NIO US, SELL, TP US$1) Target Price Change]: Who Is Going to Give in a Slowing EV Market?
NIO Motors reports in-line results with improved gross margins, prompting a SELL rating and raised price target. We keep rating at SELL and raise...
387 Views