VinFast: Inexplicable Valuation
VinFast faces headwinds of poor reviews, declining customer traction, ongoing losses and cash burn. VinFast is trading at a material premium to...
542 Views
Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
343 Views
Xpeng (9868.HK, XPEV): Painful Year, but Payoffs for Technology Improvements Ahead
After a 86% decline on share price YTD, we believe it’s time to revisit Xpeng. We believe the market has overreacted, while the company’s...
315 Views
BYD (1211 HK): Is Buffett Bailing?
BYD is expensive, even after this morning's decline. The recent price run-up appears to hit Buffet's exit level. I'd look to sell here and on any...
830 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
636 Views