Hesai Group IPO Preview: Will Rich Valuation Worry Long-Term Investors?
We remain very cautious about buying into the upcoming Hesai Group IPO and believe the stock may present investors with a better entry point later...
347 Views
Tesla Q4: Stalling Growth, Shrinking Margins, Weaker Guidance, Mystery "Investment"
Tesla's big miss on Q4 deliveries turned into stalling revenue growth, sharply lower margins, & reduced guidance—as I expected. So what's the...
361 Views
The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
370 Views
China EV Outlook: 2023 Will Be a Year of Divergence
We think the fiercer competition in 2023 will inevitably lead to divergence. The followers such as Xpeng, could only sacrifice margin. We reiterate...
374 Views
The Two Buzzwords of Davos - And What We Can Learn from Them
The Globalization Elite is convening at Davos this week.. We see a lot of insight in two words rolling down from the Alps - "polycrisis" and...
485 Views