[Blue Lotus Daily]: TSLA/XPEV/NIO/LI/BIDU/1211.HK/600104.CH/601633.CH/ATAT/BEKE
Tesla is set to launch Full Self-Driving (FSD) in China, Japanese auto makers reduce prices in Thailand to compete with Chinese EVs, and BYD...
336 Views
Zeekr Pre-IPO - Quick Note - Recent Filing Updates - 007, Earnings on Track
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the updates...
589 Views
ZEEKR IPO Valuation Analysis: Next BYD or Tesla?
ZEEKR is expected to IPO in December. I value ZEEKR shares using a 50/50 blend of EV/Sales analysis and long-term DCF analysis, and see potential...
704 Views
[Blue Lotus Daily]: LKNCY/Cotti Coffe/XPEV/BIDU/NIO/LI/JKS/DIDI/300274 CH/300750 CH/601012 CH
Cotti Coffee plans tea expansion, MIIT to launch intelligent car access network, China's PV and wind power decline worsens in October.
476 Views
Geely Stalls As ZEEKR Spins Off
Geely's share price has largely swatted away the pending listing of ZEEKR. Trading around six and half year lows, and below its five average...
579 Views