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
LG Energy IPO Lock-Up - Last of the Lockups at US$3bn
LG Energy Solution (373220 KS) raised US$10.8bn in its South Korea IPO, after pricing at the top-end of the IPO price range. Its one-year lockup...
453 Views
WM Motor Reverse Merger and Placement - The US$2bn Merger and US$500m Planned Placement
On 11th Jan 2023, WM Motor Technology Co Ltd announced its intention to merge with Apollo Future Mobility (860 HK) . In this note, we talk about...
400 Views
Northbound Flows (Jan 13th): 1Y High Weekly Inflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Ping An Insurance, Moutai, Wuliangye, Longi...
311 Views
HK Short Interest Weekly: Tencent, Baba, CMB, Bidu, Meituan, HSBC, Differ, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jan 6th and highlight short interest changes in Tencent, Baba, CMB, Bidu,...
323 Views