Northbound Flows (Aug 9th): Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for Suzhou Dongshan Precision Manufacturing, Midea,...
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[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US
Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...
148 Views
CX Daily: New Rules Set to Give State-Owned Carmakers an EV Boost
Autos / In Depth: New rules set to give state-owned carmakers an EV boost While China’s three major state-owned carmakers may be latecomers to...
142 Views
Ola Electric IPO Trading - Decent Anchor, Tepid Overall Demand
Ola Electric managed to raise around US$734m in its India IPO. In this note, we talk about the trading dynamics. While the anchor book was decent,...
305 Views
[Blue Lotus Daily]:1211 HK/AAPL US/2150 HK/Macro News Update/Consumer Industry Update
BYD and Uber partner to deploy 100,000 vehicles worldwide, Huawei starts production on double-hinge folding device, China's State Council...
164 Views