Leapmotor Pre-IPO - The Positives - Planned Launches Should Prop up Growth
Leapmotor (LM) aims to raise around US$1bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we will...
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Chinese EV-Makers’ Deliveries Plunge as Lockdowns Hit Dealers, Plants
Multiple Chinese electric-vehicle (EV) makers posted shrinking monthly deliveries in April as the country’s severe Covid outbreaks disrupted sales...
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PAG Pre-IPO - The Positives - Past Record Has Been Decent
PAG aims to raise around US$2bn via its Hong Kong IPO. PAG is an alternative investment firm with APAC focus and US$50bn AUM.
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HK Short Interest: Shenzhou Intl, CKH, CMB
We highlight week on week short increases in Shenzhou Intl, CK Hutchison, and short covers in China Merchants Bank based on the latest HK SFC short...
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Tesla Posted Strong Q1 Results (Thanks to China)/Elon Is Looking For Other People's Money
Tesla should thank its China ops for another record quarter as strong pricing and lag in hits from cost inflation made profits soar. Next quarter...
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