Zeekr Pre-IPO - Thoughts on Valuation
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about valautions.
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Zeekr Pre-IPO - Peer Comparison - Catching up with Little Spending
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we comapre Zeekr with its...
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[Blue Lotus Daily]: BEKE/XPEV/LI/BYD/CATL
New home sales remain tepid, while US EV slowdowns lead to staff cuts at SK On and LGES, potentially benefiting Chinese EV and battery companies....
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A-H Premium Weekly (Nov 17th): Ganfeng Lithium, BYD, CICC, Shanghai Fudan, Huahong
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Ganfeng Lithium, Byd Company, CICC, Shanghai Fudan, Huahong.
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HK Short Interest Weekly: Kuaishou, Yum China, Hkex, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Nov 10th and highlight short interest changes in Kuaishou, Yum China, Hkex,...
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