Tesla's August Sales Numbers in China Don't Add Up
New data out this week revealed much weaker monthly sales in China in August versus previously reported. So different it looks like Tesla reported...
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China Auto: Chip Shortage Getting Worse and Might Last Longer than Expected
Unfortunately, supply chain of auto chips turned tight again in August, which might have led to weak retail sales. Although the last week data of...
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Xpeng: 2Q2021Results Solid, Bright Outlook Guided
Although Xpeng's 2Q2021 net loss was higher than that of 1Q2021, we don't view this as a concern. Because it was led by increased R&D cost and SG&A...
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Tesla China Sales Deflated in July
Local deliveries in China plunged to the lowest since April 2020. Europe looks little better, as I expected. This may be the start of what turns...
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Li Auto HK Trading - Done at a Good Discount, Setting It up for a Modest Debut
Li Auto raised about US$1.52bn via a dual primary listing in Hong Kong. We have looked at the deal in our earlier notes, Li Auto HK Listing - Needs...
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