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Li Auto (LI US)
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433
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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bullish
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Thematic (Sector/Industry)
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22 Aug 2024 18:29
[Blue Lotus Daily]:1810 HK/981 HK/AAPL US/XPEV US/1211 HK/NIO US/LI US/LKNCY US/002352 CH/2618 HK
Xiaomi's smartphone sales in Africa outperform market, Xpeng Motors' Q2 revenue meets but losses exceed expectations, new energy vehicle...
Blue Lotus Research Institute
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163 Views
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bearish
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Robosense Technology
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05 Jul 2024 13:22
Robosense IPO Lock-Up Expiry - US$2.8bn Lockup Expiry for 99% of the Stock, CCASS Movement
The pre-IPO shareholders came out of lockup today, leading to a 67% drop in the share price with an accompanying spike in volumes.
Sumeet Singh
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722 Views
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bearish
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Vinfast
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26 Nov 2023 23:35
2024 High Conviction: VinFast (VFS US) – Heading for Trouble
VinFast remains an avoid due to related party-driven EV sales, declining customer traction, operating losses, cash burn, equity raise overhang and...
Arun George
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574 Views
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bearish
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Vinfast
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16 Aug 2023 19:29
VinFast: Inexplicable Valuation
VinFast faces headwinds of poor reviews, declining customer traction, ongoing losses and cash burn. VinFast is trading at a material premium to...
Arun George
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352 Views
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bullish
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Macroeconomics
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08 Jun 2023 08:34
Blue Lotus Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.
We continue to chat with venture capitalists (VC’s) and hedge fund managers in our tour of China. Our takeaway is that Chinese government intend to...
Blue Lotus Research Institute
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259 Views
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