2024 High Conviction: Long BYD and Short Tesla
Tesla operational data has started to crack, while BYD has gotten even better. With Tesla's share price outperformed BYD's this year by around 70%,...
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ECM Weekly (26th Nov 2023) - Zeekr, Cirrus, Tata Tech, IREDA, FedBank, Juniper, GS Yuasa, AZ Com
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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ZEEKR IPO Valuation Analysis: Next BYD or Tesla?
ZEEKR is expected to IPO in December. I value ZEEKR shares using a 50/50 blend of EV/Sales analysis and long-term DCF analysis, and see potential...
722 Views
CX Daily: China Asks Banks to Boost Real Estate Lending
Property / China drafts list of developers eligible for funding, asks banks to boost real estate lending Chinese regulators are pressing banks to...
330 Views
Zeekr Pre-IPO - Thoughts on Valuation
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about valautions.
731 Views