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Li Auto (LI US)
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419
Analysis
Consumer Discretionary
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China
Li Auto Inc. manufactures automobiles. The Company designs, develops, and sells smart new energy electric sport utility vehicles. Li Auto conducts businesses in China.
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bearish
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Sichuan Baicha Baidao Industrial
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15 Apr 2024 11:43
Sichuan Baicha Baidao IPO - Doesn’t Offer a Discount to Peers
Sichuan Baicha Baidao Industrial is looking to raise up to US$330m in its HK IPO. In this note, we talk about valuations.
Sumeet Singh
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364 Views
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bullish
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Activision Blizzard
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15 Apr 2024 10:46
China Consumption Weekly (15Apr2024): NetEase, Activision Blizzard, Li Auto, Alibaba, Feihe, Uniqlo
NetEase will be Activision Blizzard’s agency again. Alibaba’s cloud service plans to reduce its overseas prices. Infant formula companies suffered...
Ming Lu
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294 Views
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bullish
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Thematic (Sector/Industry)
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12 Apr 2024 16:55
[Blue Lotus Daily]:1810 HK/1211 HK/LI/NIO/XPEV/TSLA US/BEKE US/300750 SZ
New energy vehicle sales growth stable in China, Xiaomi affects Tesla and AITO, Xpeng G9 ships to Germany, Toyota may cooperate with Huawei on...
Blue Lotus Research Institute
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425 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 16:46
[Blue Lotus Daily]:XPEV/1211 HK/3759HK/1548HK/9926HK/BGNE/9995HK/1801 HK/1810HK/LKNCY/LI/NIO/MNSO US
Didi and GAC Aion to launch first commercial L4 model in 2025, US biologic drug ban could benefit Chinese innovative drug companies, Xiaomi SU7...
Blue Lotus Research Institute
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264 Views
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bearish
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ZEEKR
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09 Apr 2024 16:37
ZEEKR IPO: Latest Updates as the IPO Process Restarts
The latest SEC filings reinforce the bear case due to weak industry sentiment, rapidly slowing growth, ongoing operating losses and volatile FCF.
Arun George
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429 Views
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