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ENTITY
NIO (NIO US)
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721
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Consumer Discretionary
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China
NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.
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bearish
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Guming Holdings
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09 Jan 2025 03:15
Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
Clarence Chu
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bullish
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Thematic (Sector/Industry)
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30 Dec 2024 01:00
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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30 Dec 2024 01:00
China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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19 Dec 2024 10:17
[Blue Lotus Daily]:TSLA US/1211 HK/LI US/1810 HK/NIO US/XPEV US/1810 HK/AAPL US/6753 JP
Tesla's Shanghai factory GM resigns to join electric car company facing production issues, possibly due to FSD's China entry uncertainty. Xiaomi...
Blue Lotus Research Institute
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bullish
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Thematic (Sector/Industry)
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17 Dec 2024 09:44
[Blue Lotus Daily]:BEKE US/300274 CH/ACMR US/NIO US/XPEV US/ Li US/1810HK/ZTO US/Macro News/Consumer
Positive news for the US housing market as new home sales increase and prices stabilize, while Chinese renewable energy products face higher...
Blue Lotus Research Institute
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