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Li Auto (LI US)
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420
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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Black Sesame Technologies
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24 Jul 2023 09:31
Black Sesame Pre-IPO - The Positives - Catering to a Growing Demand for Automotive Automation
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the...
Clarence Chu
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309 Views
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bearish
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Thematic (Sector/Industry)
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24 Jul 2023 07:30
China TMT Update-PDD/BABA/CPNG/SE/BEKE/1211HK/TSLA/XPEV/LI/NIO-Temu Launches in South Korea
PDD/BABA/CPNG/SE: Temu launches in South Korea;BEKE: Comments on the rumors of and loosening home purchase restrictions;1211HK/TSLA/XPEV/LI/NIO:...
Blue Lotus Research Institute
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220 Views
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bearish
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Thematic (Sector/Industry)
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17 Jul 2023 23:11
China TMT Update-LI AUTO/Akeso/BEKE-Delay Chongqing Plant/Trial of Cadonilimab BsAb/New Home Sales
LI: Li Auto said to postpone the construction of Chongqing plant (-);Akeso started Phase III head-to-head trial of its Cadonilimab BsAb;KE...
Blue Lotus Research Institute
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293 Views
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bullish
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Thematic (Sector/Industry)
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17 Jul 2023 21:03
[Blue Lotus EV Sector Update]: All Solid-State Battery Unlikely to Disrupt EV Market
We, however, believe the migration of LIB to ASSB will be a continuous process. ASSB is expensive to manufacture. Further, mineral reliance on...
Blue Lotus Research Institute
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301 Views
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bullish
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Thematic (Sector/Industry)
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12 Jul 2023 07:07
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Broker
CMBI Research Focus List (July Edition) – Our best high conviction stock ideas
We project Li Auto’s net profit to rise 27% QoQ to RMB 1.2bn in 2Q23E. Profitability in FY24E could also beat expectation on greater economies of...
CMB International
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