China TMT Update-BEKE/2150.HK/LI/NIO/XPEV-Supportive Policy on Home Purchase;August Vehicle Delivery
China’s first tier cities draft supportive policy on home purchase;Nayuki teahouse average store revenue remains flattish YoY;LI/NIO/XPEV: Li Auto,...
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[Blue Lotus Sector Update]: Investors Tolerate Amazon, Why Not China New Energy?
Although renewable energy has long and expansive value chains, transportation is a separate node. China’s success in EV has strategic value for a...
368 Views
China TMT Update-NIO/BEKE/LEGN-NIO to Offer Single-Motor Model;Political Bureau Shifted Tone
NIO: NIO to offer single-motor model ;BEKE: Political Bureau of the Central Committee shifted tone on real estate regulation;LEGN: Janssen reported...
334 Views
Black Sesame Pre-IPO - The Negatives - Losses Remain Wide and Suffers from a Concentration Risk
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the not...
580 Views
Black Sesame Pre-IPO - The Positives - Catering to a Growing Demand for Automotive Automation
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the...
434 Views