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Ming Lu

Ming Lu
Overseas Chinese Equities
Aequitas Research

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China Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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18 Sep 2024 22:56

Hive Box - Pre-IPO: To Understand Who Pays and Why They Pay

Delivery workers would like to pay to save their time. Retailers would also like to pay return delivery to raise their service quality. However,...

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bullishGeely Auto
16 Sep 2024 12:38

Geely (175 HK): Sales Volume Accelerated in August

The sales volume growth rate began to accelerate in August. Geely’s revenue grew strongly by 39% YoY in 2Q24. The operating margin had improved YoY...

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bullishTencent
16 Sep 2024 12:37

China Consumption Weekly (16 Sep 2024): Alibaba, Tencent, JD.com, Kuai, Hive Box

Alibaba’s Taobao app and Tmall apps decide to accept WeChat Pay. JD will raise employee salaries up to 20 months within two years. Hive Box,  a...

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bullishTesla
09 Sep 2024 09:21

China Consumption Weekly (9 Sep 2024): Tesla, NIO, PDD, Anta, 361 Degree

In August, Tesla’s shipments grew by only 3% YoY in China, much lower than the industry average 30%. NIO denied bankruptcy.

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bullishLi Auto
03 Sep 2024 21:51

Li Auto (LI US): 2Q24, Look at Monthly Deliveries, But Not Quarterly Revenue

Monthly deliveries recovered to the 2023 level in the three months - June, July, and August 2024. Li Auto’s deliveries growth outperformed the...

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