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XPeng (9868 HK)
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641
Analysis
Consumer Discretionary
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China
XPeng Inc. designs, produces, and distributes electric vehicles. The Company designs, develops, manufactures and markets smart smart electric vehicles, as well as finance, parts, and maintenance services. XPeng serves customers in China.
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bearish
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Guming Holdings
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09 Jan 2025 11:15
Guming Holdings (Goodme) Pre-IPO - Refiling Updates - Showing Some Recent Weakness in Margins
Guming Holdings (GUM HK) is looking to raise US$300m in its upcoming Hong Kong IPO. In this note, we discuss its refiling updates.
Clarence Chu
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957 Views
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bullish
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Quantitative Analysis
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05 Jan 2025 10:05
Hong Kong Connect Flows (Jan 3rd): SMIC, ICBC, China Mobile, Xiaomi, CNOOC, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for SMIC, ICBC, China Mobile, Xiaomi, CNOOC, Meituan,...
Ke Yan, CFA, FRM
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913 Views
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bullish
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Thematic (Sector/Industry)
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30 Dec 2024 09:00
Prospectus of Robotaxi Outside of China and US Is Bright for Chinese Supply Chains
US-China decoupling splits the biggest and the 2nd biggest ride hailing market, which raise the importance of non-US, non China markets. We see...
Blue Lotus Research Institute
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457 Views
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bullish
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Thematic (Sector/Industry)
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30 Dec 2024 09:00
China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
Blue Lotus Research Institute
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363 Views
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bullish
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Quantitative Analysis
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22 Dec 2024 10:05
HK Short Interest Weekly: Hkex, Tracker Fund, Midea, Kuaishou, Jd, Bosideng
We analyzed the latest HK SFC report for aggregate short position as of Dec 13th and highlight short interest changes in Hkex, Tracker Fund, Midea,...
Ke Yan, CFA, FRM
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453 Views
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