Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
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Pony AI Pre-IPO - The Positives - Scaling up Robotaxi & Robotrucks
Pony AI (PONY US) an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the...
386 Views
Lalatech IPO | Review of H124 Financials & Operating Stats | Strike While the Iron Is Hot-Ish?
Lalatech's top-line growth moderated in H124, and gross margin dipped slightly. But tight OpEx control remains in place. We believe the company may...
530 Views
Didi Global Q224 Results: EBITA Margin Up | OpCF Still Strong | But Growth Slowed Noticeably
In this insight we review Q224 financial and operating performance of China's largest ridehailing firm, Didi Global. Despite slower top-line...
462 Views
Full Truck Alliance Q224 Results: Generally Strong Growth | Attractive Closer to US$7 Per ADS
Full Truck Alliance reported another strong set of numbers in Q224. After a surprisng Y/Y decline in orders per MAU, we will monitor this number...
400 Views