IMotion Automotive Pre-IPO - Refiled PHIP Updates - Lack of Competitive Edge Starting to Show
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from an earlier reported...
318 Views
REPT BATTERO Energy IPO - Fastest Growth, Lowest Margins, No Valuation Discount
REPT BATTERO Energy is looking to raise around US$300m in its Hong Kong IPO. We have looked at the past performance in our earlier notes, in this...
648 Views
Robosense Technology Pre-IPO - PHIP Updates - ADAS Sales Strong but Profitability Remains Distant
Robosense Technology (ROBO HK) (RT) is now looking to raise up to US$150m in its upcoming Hong Kong IPO, down from US$300-400m earlier.
460 Views
[Blue Lotus Daily]: XPEV/1211.HK/3931.HK/LI/JD/1810.HK
XPEV's XPeng G9 making progress in European launch. 9 power battery companies exited the market in 2023. Huawei's new smartphone cases listed,...
261 Views
[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared...
391 Views