Tesla Model 3 China Q1 Delivery Preview
Tesla Motors (TSLA US) is scheduled to report Q1 in approximately one week. Our estimate for Q1 delivery in China is ~6,000 including 2,000 M3s...
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NIO: A Survivor Among All the Chinese Start-Ups
Since its announcement on 4Q2018 results and termination of Jiading plant construction, NIO's share price has been halved. We believe the market...
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A Few Thoughts on Weak February China Auto Sales - Lunar Holidays Don't Explain It in SAAR Terms
February 2019 had 2 more selling days than February 2018, and 5 less selling days than in January 2019. While CAAM and other media reports were...
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Tesla Shanghai Factory Update, Jan Import/Registration Data, Saga at China's Custom
CLICK HERE to see the latest video of Tesla Motors (TSLA US) Gigafactory 3 in Shanghai that we took the morning of March 6th (BJ time)....
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NIO (NIO): NIO Is Essentially a Distributor, Not an OEM...3 Things to Keep in Mind at Lock-Up Expiry
NIO's 6-month Lock-up expires today and as of the time of this writing the stock is down by 6.6% from the closing price on Friday, March 8. The...
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