[Blue Lotus Daily]:ATAT US/TCOM US/BEKE US/NIO US/LI US/1810 HK/1211 HK/XPEV US/LKNCY US
Summer travel season sees flat growth in highway traffic volume, decrease in short-term loans but increase in long-term loans, and continued...
236 Views
[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US
Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...
218 Views
[Blue Lotus Transportation Sector Update]: Consolidation by BYD, LI and Huawei Continue
China's stimulus packages are larger than expected, with significant investments in EV trade-ins and industrial equipment upgrades. BYD is...
268 Views
[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing
Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.
201 Views
Ola Electric IPO - Thoughts on Valuation
Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...
435 Views