StubWorld: Geely Is (Mostly) Trading "Rich"; And May Still Bump Zeekr Terms
Geely is trading at a 20% disc. to NAV, half the 12-mth average. Shares are up 22% in the past month, and 78% over the past year. It may still bump...
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Geely (175 HK): To Be Only Comparable Competitor to BYD in 1Q25
Geely’s deliveries reached 46% of BYD in 1Q25. The delivery growth rate accelerated since December 2024. We believe BEV deliveries can grow...
234 Views
Geely Auto (175 HK): 2024 Result Accelerating, 50% Upside
Total revenue increased by 34% and sales volume increased by 32%. The operating margin improved to 4% in 2024, compared to 2% in 2023. We conclude...
348 Views
CATL A/H Listing - High Quality, Large Size Make It Unavoidable but Needs a Discount
Contemporary Amperex Technology (CATL) (300750 CH) , one of the world’s largest battery solutions providers, aims to raise around US$4bn in its H...
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Merger Arb Mondays (12 May) - ESR, NTT Data, Shibaura, Torii, Imagica, Zeekr, Sinarmas, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
325 Views