China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)</li>
<li>BYD/ TSLA /LI /XPEV/NIO: August China Automotive Delivery Data Update (+)</li>
<li>Gloated inventory in solar panel led to price collapse in Europe（/）</li>
</ul>


NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)
BYD/ TSLA /LI /XPEV/NIO: August China Automotive Delivery Data Update (+)
Gloated inventory in solar panel led to price collapse in Europe（/）


China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producers</li><li>G20 /: Chinese premier meets Biden at G20</li><li>China-U.K. /: U.K. welcomes China investment in ‘key areas,’ trade minister says</li></ul>

Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producersG20 /: Chinese premier meets Biden at G20China-U.K. /: U.K. welcomes China investment in ‘key areas,’ trade minister says

CX Daily: Chinese Battery Makers Gird For Price War In Competition To Supply EV Producers

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 114.4% as of Sep 8th.</li>
<li>The average A-H premium changed by -3.9ppt week on week, led by real estate, consumer staples, communication services and offset by consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for Huadian Power, Huaneng Power, Shanghai Elect, China Longyuan, Aluminum Corp.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 114.4% as of Sep 8th.
The average A-H premium changed by -3.9ppt week on week, led by real estate, consumer staples, communication services and offset by consumer discretionary.
We highlight weekly changes in A-H premium for Huadian Power, Huaneng Power, Shanghai Elect, China Longyuan, Aluminum Corp.


A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan

<ul>
<li>2460 CH/2466 CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH: Lithium carbonate future set new low, Lithium carbonate spot renewed weakness</li>
<li>BABA: Alimama unveils new advertising platforms and discusses AI features (+)</li>
<li>TSLA: Revamped Tesla Model 3 China preorder data update (-)</li>
</ul>


2460 CH/2466 CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH: Lithium carbonate future set new low, Lithium carbonate spot renewed weakness
BABA: Alimama unveils new advertising platforms and discusses AI features (+)
TSLA: Revamped Tesla Model 3 China preorder data update (-)


China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama

<ul>
<li>There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. </li>
<li>We believe it will benefit Chinese battery makers and PHEV makers; We, however, prefer to look at the issue through the lens of industry standardization.</li>
<li>Battery is the Intel and Advanced Driving Assistance System (ADAS) is the Windows of EV. Only China and US are in the ADAS ring.</li>
</ul>


There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. 
We believe it will benefit Chinese battery makers and PHEV makers; We, however, prefer to look at the issue through the lens of industry standardization.
Battery is the Intel and Advanced Driving Assistance System (ADAS) is the Windows of EV. Only China and US are in the ADAS ring.


[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization

China

BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.

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BYD (002594 CH)

China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data

Gloated inventory in solar panel led to price collapse in Europe（/）；NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)；BYD/TSLA/LI/XPEV/NIO:...

Blue Lotus Research Institute

CX Daily: Chinese Battery Makers Gird For Price War In Competition To Supply EV Producers

Batteries /Cover Story: Chinese battery makers gird for price war in competition to supply EV producers G20 /: Chinese premier meets Biden at...

Caixin Global

A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huadian Power, Huaneng Power, Shanghai Electric, China...

Ke Yan, CFA, FRM

China TMT Update-2460CH/2466CH/0792 CH/300750 CH/1211 HK/3931 HK/300274 CH/BABA/TSLA:Model 3/Alimama

Lithium carbonate future set new low, Lithium carbonate spot renewed weakness; Alimama unveils new advertising platforms/TSLA: Revamped Tesla Model...

Blue Lotus Research Institute

[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization

There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. We believe it will benefit Chinese...

Blue Lotus Research Institute

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