[Blue Lotus Daily]: LKNCY/ZLAB/9995 HK/BGNE/9926 HK/1801 HK/1877 HK/ATAT/TCOM/1211 HK/LI/NIO/XPEV
Local government plans to provide RMB600mn in travel subsidies; new regulations protect pricing of innovative drugs; Porsche's Taycan now has...
395 Views
China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
448 Views
Nissan’s Renault Led Selldown Updates - Lack of Ampere Listing Brings Back the US$4bn Overhang
A year ago we looked at the arrangement between Nissan and Renault regarding their relationship, which left Renault with a 28% Nissan stake to be...
386 Views
[Blue Lotus Daily]:LKNCY/XPEV/LI/NIO/1211 HK/300750 CH
Luckin Coffee increases subsidies to franchisees during winter season; Deliveries of new energy vehicles rise, except for NIO;EVE's large...
183 Views
Northbound Flows (Feb 2nd): Moutai, CATL, Wuxi Apptec, Midea
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CATL, Wuxi Apptec, Midea.
413 Views