Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CMB, Inovance, Haier Smart Home, Luxshare...
314 Views
HK Short Interest Weekly: Li Auto, Tencent, Petrochina, BOC
We analyzed the latest HK SFC report for aggregate short position as of May 3rd and highlight short interest changes in Li Auto, Tencent,...
305 Views
[Blue Lotus Daily]:ATATUS/TCOMUS/1211HK/LIUS/NIO US/XPEVUS/1810HK/300274SZ/300750 SZ/BEKEUS
International hotel group cautious on China, EV sales strong in April with NIO benefiting, Tesla's Shanghai gigafactory approved for energy...
325 Views
Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
387 Views
CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
325 Views