[Blue Lotus Daily]:NIO US/1810 HK/ LI US/BEKE US/981 HK/1347 HK/ACMR/9926 HK
EV sales for NIO, Xiaomi, and LI were strong in the 20th week. Shanghai is implementing policies to boost property market demand. China has...
203 Views
CX Daily: Mega Blunder Adds to Li Auto’s Troubles as Huawei Rivalry Hots Up
Li Auto / In Depth: Mega blunder adds to Li Auto’s troubles as Huawei rivalry hots up Li Auto Inc. (理想汽车) had reasons to be upbeat heading towards...
215 Views
[Blue Lotus Daily]: 300274SZ/DQ US/CSIQ US/JKSUS/601615SH/2208HK/601012SH/XPEV/1211HK/LI/NIO/TSLA
new energy installed capacity slows down, Xpeng Motors' losses narrow with increased software sales to Volkswagen, BYD falls while Tesla recovers,...
353 Views
Tata Technologies IPO Lockup Expiry - US$1.5bn Lockup Release, Some Funds Are Sitting on 40x Gains
Tata Technologies raised around US$370m in its India IPO in Dec 2023. In this note, we talk about its upcoming US$1.5bn lockup release.
267 Views
New Experiments in China's Crowded EV Space
Chinese EV makers are trying to breakeven by trying new business models and launching new cars. We believe they have challenges. Buying battery...
236 Views