Leapmotor Pre-IPO - The Positives - Planned Launches Should Prop up Growth
Leapmotor (LM) aims to raise around US$1bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we will...
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Chinese EV-Makers’ Deliveries Plunge as Lockdowns Hit Dealers, Plants
Multiple Chinese electric-vehicle (EV) makers posted shrinking monthly deliveries in April as the country’s severe Covid outbreaks disrupted sales...
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CATL Sell-Off Wipes Out Billions of Dollars of Market Value
Skyrocketing material costs shook the stock of Contemporary Amperex Technology Co. Ltd. (CATL) as investors wiped billions of dollars off the value
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Zhihu HK Secondary Listing Trading - Delivered the Correction but Still Set for the Worst Debut Yet
Zhihu Technology (ZH US) raised around US$106m via a dual primary listing in Hong Kong. In this note we talk about the demand and trading dynamics.
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Tesla (TSLA): Shanghai’s Lockdown Killing Whole Chinese Automobile Supply Chain
Many automakers suspended their production due to the lockdown in Shanghai. Authorities will prepare a white list for production resumption....
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