Hesai Group Pre-IPO - Peer Comparison - Not Really the Largest, Globally or Locally
Hesai Group (HSAI US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we will undertake a peer comparison.
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Hesai Group Pre-IPO - The Negatives - Margins Remain Under Pressure
Hesai Group (HSAI US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the...
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Tesla's Demand Problems Aren't Going Away
The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts & incentives in Q4 didn't. I'm...
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Hong Kong Connect Flows (Jan 20th): China Mobile, Tencent, Meituan, CCB, HKEX
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Tencent, Meituan, China Construction Bank,...
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HK Short Interest Weekly: Ping An, Li Ning, Icbc, Jiumaojiu
We analyzed the latest HK SFC report for aggregate short position as of Jan 13th and highlight short interest changes in Ping An, Li Ning, Icbc,...
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