China Auto: Solid Start Despite Interruptions, Better Sales Ahead
Despite supply chainĀ interruptions due to temporary auto chip shortage, regional Covid-19 lockdown and CNY holidays; China's auto sales in 2M2021...
311 Views
ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
521 Views
Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at āNon-marketing Baidu Coreā and analyse what the current market value implies for those operations, as well...
560 Views
Tesla ā Threats from the Taycan and Lucid Air
With Tesla down more than 20% from its recent highs, we examine the prospects for the EV bubble finally popping as competition intensifies just as...
416 Views
"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)
Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...
552 Views