China TMT Update-U/ATAT/LI-Unity to Adjust Fees/Pre-Booking Travel on National Day/New Wenjie M7
U:Unity to Adjust Previously Established Runtime Fees (/)ATAT： Pre-booking travel volume on National Day continue to ramp up; LI: New Wenjie M7...
1k Views
IMotion Automotive Technology Pre-IPO - PHIP Updates - Concentration Risk Even More Apparent Now
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from US$300m. In this note,...
292 Views
China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
JD/ AAPL/ 1810.HK: Apple launches new iPhones in China;LI/NIO:Huawei AITO New M7 was launched today;Meituan/Ctrip.com/Atour: Thailand announced to...
834 Views
China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe（/）；NIO/LI: NIO to launch the all-new EC6 on Friday (+/-)；BYD/TSLA/LI/XPEV/NIO:...
473 Views
[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization
There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. We believe it will benefit Chinese...
587 Views