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.
540 Views
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...
475 Views
GS Yuasa Placement - Well Flagged but Relatively Large Deal, Liquidity Might Be an Issue
Gs Yuasa Corp (6674 JP) (GSY) is looking to raise around US$240m via a public offering, along with placing shares via third-party allotment with...
432 Views
[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....
276 Views
A/H Premium Tracker (To 17 Nov): H up Vs A Despite SOUTHBOUND Net Selling; High Div SOEs Normalising
A/H premia on average narrowed somewhat despite SOUTHBOUND net selling this week both on a universal and H/A pair space basis. High Div SOEs have...
464 Views