Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Thematic (Sector/Industry)

<ul>
<li>Total public EV charging stations (incl. temporary unavailable locations) were 77,142 as of February 28, 2025. Compared to the end of FY24, it is an increase of 2.9%.</li>
<li>Total EV charging ports (including the temporary unavailable ports) were 213,068, up nearly 3.1% compared to the end of 2024 and up 1.0% over January 2025.</li>
<li>US considerably lags behind China which had 3.76 million public charging stations at the end of January 2025.</li>
</ul>


Total public EV charging stations (incl. temporary unavailable locations) were 77,142 as of February 28, 2025. Compared to the end of FY24, it is an increase of 2.9%.
Total EV charging ports (including the temporary unavailable ports) were 213,068, up nearly 3.1% compared to the end of 2024 and up 1.0% over January 2025.
US considerably lags behind China which had 3.76 million public charging stations at the end of January 2025.


US EV Charging Infrastructure Tracker - February 2025

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/byd-co-ltd-h" target="_blank" data-smartkarma-citation="entities:20962:1" rel="noopener">BYD (1211 HK)</a> is looking to raise around US$5.2bn via selling 4% additional shares.</li>
<li>The company has undertaken a few deals before and they have ended up performing well.</li>
<li>In this note, we will talk about the placement and run the deal through our ECM framework.</li>
</ul>



BYD (1211 HK) is looking to raise around US$5.2bn via selling 4% additional shares.
The company has undertaken a few deals before and they have ended up performing well.
In this note, we will talk about the placement and run the deal through our ECM framework.


BYD US$5.2bn Placement - Large Only in Absolute Size, past Deals Have Done Well

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>Following existing home last week, new home sales also posted positive YoY growth. </li>
<li>LI is getting ready for its major battle of the year with BEV launch. It is focused, but we doubt it is enough;</li>
<li>MNSO guided down its C4Q24 and we believe it will miss 2025 as well. Offline grocery is under constant assault by O2O and online e-commerce. </li>
</ul>


Following existing home last week, new home sales also posted positive YoY growth. 
LI is getting ready for its major battle of the year with BEV launch. It is focused, but we doubt it is enough;
MNSO guided down its C4Q24 and we believe it will miss 2025 as well. Offline grocery is under constant assault by O2O and online e-commerce. 


[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost </li><li>E-commerce /In Depth: Trump ends an era for Shein and Temu</li><li>Alibaba /: Alibaba’s $53 billion bet on an AI and cloud expansion windfall</li></ul>

Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost E-commerce /In Depth: Trump ends an era for Shein and TemuAlibaba /: Alibaba’s $53 billion bet on an AI and cloud expansion windfall

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost 

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Quantitative Analysis

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tesla-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla (TSLA US)</a> has been falling for 5 weeks in a row, this would be the sixth. Our quantitative proprietary models indicate <strong>a deeply oversold stock, possibly ready to rally.</strong>
</li>
<li>A new vehicle launch, a long-awaited cheaper EV (sub $30,000) expected this year, plus refreshed Model Y sales, and unsupervised full self-driving could be good catalysts.</li>
<li>Musk’s approval ratings keep sliding daily, but many analysts think that is irrelevant and the stock's growth story remains intact (at least in investors' eyes...). <strong>Time to BUY?</strong>
</li>
</ul>



Tesla (TSLA US) has been falling for 5 weeks in a row, this would be the sixth. Our quantitative proprietary models indicate a deeply oversold stock, possibly ready to rally.

A new vehicle launch, a long-awaited cheaper EV (sub $30,000) expected this year, plus refreshed Model Y sales, and unsupervised full self-driving could be good catalysts.
Musk’s approval ratings keep sliding daily, but many analysts think that is irrelevant and the stock's growth story remains intact (at least in investors' eyes...). Time to BUY?



United States

Tesla Inc. operates as a multinational automotive and clean energy company. The Company designs and manufactures electric vehicles, battery energy storage from home to grid-scale, solar panels and solar roof tiles, and related products and services. Tesla owns its sales and service network and sells electric power train components to other automobile manufacturers.

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Tesla (TSLA US)

US EV Charging Infrastructure Tracker - February 2025

The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.

GSBR Research

BYD US$5.2bn Placement - Large Only in Absolute Size, past Deals Have Done Well

BYD (1211 HK) is looking to raise around US$5.2bn via selling 4% additional shares. In this note, we run the deal through our ECM framework.

Sumeet Singh

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

Blue Lotus Research Institute

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost

TOP STORIES Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost The biggest highlight of the recent Lunar New Year...

Caixin Global

TSLA: Time to Buy?

TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...

Nico Rosti

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US EV Charging Infrastructure Tracker - February 2025

​The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.

GSBR Research

BYD US$5.2bn Placement - Large Only in Absolute Size, past Deals Have Done Well

BYD (1211 HK) is looking to raise around US$5.2bn via selling 4% additional shares. In this note, we run the deal through our ECM framework.

Sumeet Singh

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

​Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

Blue Lotus Research Institute

CX Daily: Holiday Spending Gives Chinese Consumption a Needed Boost

TOP STORIES Consumption / In Depth: Holiday spending gives Chinese consumption a needed boost The biggest highlight of the recent Lunar New Year...

Caixin Global

TSLA: Time to Buy?

​TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...

Nico Rosti

The US sees a modest increase in public EV charging stations and ports in February 2025, but still significantly lags behind China in infrastructure.

Latest week saw positive YoY growth in new home sales, LI prepares for major battle with BEV launch, MNSO guidance down for C4Q24 and likely to...

TSLA has been falling for 5 weeks, it's very oversold and ready to rally according to our quantitative models. A number of factors could be...