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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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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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bearish
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BYD
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12 Jul 2022 12:19
BYD (1211 HK): Is Buffett Bailing?
BYD is expensive, even after this morning's decline. The recent price run-up appears to hit Buffet's exit level. I'd look to sell here and on any...
David Blennerhassett
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719 Views
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bullish
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Eva Precision Industrial Holdings
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12 Jul 2022 08:19
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
Sameer Taneja
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572 Views
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bearish
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NIO
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03 Nov 2021 04:41
Nio Inc (Nio US) - Automotive Data Security, Delivery Declines and Hefei Investors
In this Insight, we discuss the impact of tightening auto data security laws, Oct 2021 delivery declines and residual Hefei investors risks on Nio...
Jason Yap, CFA
611 Views
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bullish
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Thematic (Sector/Industry)
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15 Aug 2024 17:50
[Blue Lotus Daily]:ATAT US/TCOM US/BEKE US/NIO US/LI US/1810 HK/1211 HK/XPEV US/LKNCY US
Summer travel season sees flat growth in highway traffic volume, decrease in short-term loans but increase in long-term loans, and continued...
Blue Lotus Research Institute
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170 Views
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