WeRide (WRD US) IPO: The Bull Case
The bull case rests on a large TAM, strong capabilities, near-term mass commercialization, articulation of a path to profitability, improving...
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Horizon Robotics IPO: High Valuation Is At Risk As NEV Production Forecasts Have Weakened
In my insight, I discuss valuation framework for comparable company analysis and explain why high valuation of Horizon Robotics may be at risk
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WeRide Pre-IPO - Peer Comparison - Boasting Partnerships, but Peers Aren't Too Far Behind
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. We had looked at the firm’s past performance in an earlier note. In...
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ECM Weekly (5th Aug 2024) - Ola Electric, Brainbees, WeRide, Sanil, CR Beverages, Carote, Fortescue
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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WeRide Pre-IPO - The Negatives - Losses Have Widened, Still in the Early Stages of Commercialization
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. In this note, we will talk about the not so positive aspects of the...
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