Black Sesame Pre-IPO - The Negatives - Losses Remain Wide and Suffers from a Concentration Risk
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 not...
424 Views
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...
331 Views
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:...
228 Views
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...
302 Views
[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...
309 Views