Tweedy, Browne Fund Q3 2022 Commentary
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting...
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Smartkarma Originals
XPeng Robotics: Early-Stage VC Investment in Developer of Smart Robot Pony
With Chinese EV giant XPeng moving into robotics, we believe XPeng Robotics is a high-return early-stage VC investment in the rapidly growing...
156 Views
CALB IPO Trading - Last of the Lot with the Least Demand of the Lot
CALB raised around US$1.2bn in its Hong Kong IPO, after pricing its offering at the low-end. In this note, we talk about the demand for the deal...
385 Views
Leapmotor IPO - Weak Demand but Concentrated Allocation
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015.
320 Views
CALB IPO - Low-End Appears Reasonable but Will Still Need Some Charging Support
CALB aims to raise up to US$1.7bn in its Hong Kong IPO. In this note, we talk about the deal valuations and run it through our ECM framework.
388 Views