China Consumption Weekly (4 Oct 2024): Seres, Great Wall Motor, JD, Nongfu, Caocao, Hozon
Great Wall revenue increased 19% YoY in the first three quarters. Seres revenue increased by 539% YoY in the first three quarters with sales volume...
501 Views
Quiddity Leaderboard SSE50/180 Dec 24: Multiple Changes to Expectations; US$2.2bn One-Way
On average, the SSE 50 expected ADDs/DELs have ~3x ADV to trade. We expect US$1.9bn one-way flows for SSE 50 and US$288mn one-way flows for SSE 180...
694 Views
China Consumption Weekly (14 Oct 2024): Tencent, Lalatech, Seres, BYD, NIO, Trip.com
Tencent repurchased 250 million shares in the first three quarters. Lalatech's GTV and revenue were up by 18% YoY. Seres expects its revenue will...
432 Views
Quiddity Leaderboard SSE50/180 Dec 24: Some Changes to Expectations; US$1.5bn One-Way for SSE 50
We estimate one-way flows for SSE 50 and SSE 180 to be US$1.5bn and US$235mn respectively. Some of the names in our expected ADDs/DELs list have...
640 Views
Huawei’s Smart Car Unit Valued $16 Billion After Investment From Avatr
The valuation of Huawei Technologies Co. Ltd’s smart car unit has surged to 115 billion yuan ($16 billion) only seven months after its launch,...
437 Views