2025 High Conviction: Short NIO (NIO US/9866 HK)
NIO will likely struggle to reignite its growth with its three-brand strategy in a fiercely competitive market. Its promise to reach breakeven in...
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CATL A/H Listing - Early Look - US$5bn Could Be Hong Kong’s Largest This Year
Contemporary Amperex Technology (CATL) (300750 CH), one of the world’s largest battery solutions providers, aims to raise around US$5bn in its H...
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[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
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[NIO Inc. (NIO US, SELL, TP US$1) Target Price Change]: Who Is Going to Give in a Slowing EV Market?
NIO Motors reports in-line results with improved gross margins, prompting a SELL rating and raised price target. We keep rating at SELL and raise...
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China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
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