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Li Auto (LI US)
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478
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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Horizon Robotics
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24 Apr 2024 09:36
Horizon Robotics Pre-IPO - The Negatives - Large Part of the Growth Stems from Its JV
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the not-so-positive aspects of the deal.
Sumeet Singh
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703 Views
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bearish
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ZEEKR
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24 Apr 2024 00:55
ZEEKR IPO Valuation Update: Likely To Price IPO Below Last Round Valuation of ~$13B
ZEEKR restarted US IPO in April and plans to raise up to $500M. I’m cautious about buying into ZEEKR IPO as EV stocks have significantly...
Andrei Zakharov
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377 Views
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bullish
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Horizon Robotics
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23 Apr 2024 13:31
Horizon Robotics Pre-IPO - The Positives - Rapid Revenue Growth
Horizon Robotics is looking to raise US$500m in its upcoming Hong Kong IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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417 Views
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bearish
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Sichuan Baicha Baidao Industrial
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23 Apr 2024 07:28
Sichuan Baicha Baidao IPO Trading - Tepid Demand, While Peers Have Corrected
Sichuan Baicha Baidao Industrial (2555 HK) (SBBI) raised around US$330m in its HK IPO. In this note, we talk about the trading dynamics.
Sumeet Singh
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289 Views
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bullish
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Thematic (Sector/Industry)
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19 Apr 2024 18:10
[Blue Lotus Daily]:1810 HK/1211 HK/LI US/XPEV US/NIO US/BEKE US/300750 SZ
New energy vehicle growth rate dips in 15th week of 2024, CATL shows strong pricing power in Q1, BEKE US sees 30% YoY drop in new home sales value...
Blue Lotus Research Institute
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420 Views
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