Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
703 Views
ZEEKR IPO Valuation Update: Likely To Price IPO Below Last Round Valuation of ~$13B
ZEEKR restarted US IPO in April and plans to raise up to $500M. I’m cautious about buying into ZEEKR IPO as EV stocks have significantly...
377 Views
Horizon Robotics Pre-IPO - The Positives - Rapid Revenue Growth
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
417 Views
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
412 Views
China Consumption Weekly (22 Apr 2024): Xiaomi, Transsion, Tims China, Xpeng, Tesla
In 1Q24, Xiaomi and Transsion shipments grew rapidly. Tims China’s revenue expanded with new openings. In China, Tesla fired salespeople.
421 Views