Nio IPO (Part 2- Valuation): The Issue Looks Reasonably Priced
In our earlier report, we covered NIO Inc (NIO US)’s background, its business model, the growth prospects and risks it faces in the market. We...
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July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
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BYD: Is Tesla's China Plant a Threat?
In July, Tesla signed an agreement with Shanghai authorities that will allow it to build a plant in the city with an annual capacity of 500,000...
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China's EV Battery Industry:Cut in Subsidies and Rise in Technical Standards Challenge Small Players
During the past few weeks, there has been news going around about China’s EV Battery Industry. Asia Nikkei on the 30thof June reported that the...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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