China TMT Update May 31 - NTES/PDD/NIO/LI-PDD Officially Launches 6.18 Event (-)
NetEase testing a new magic academy simulation game in Japan (+)/NIO/LI: NIO announces pricing details of all-new ES6 (- / +)/ PDD: PDD officially...
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[Li Auto Inc. (LI US) Target Price Change]: An Emerging Powerhouse…Reiterate as Our Top Pick
We reiterate Li Auto as our top pick, because of 1) positive growth outlook in 2023 driven by strong model cycle (L9/L8/L7) and channel expansion;...
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China Cuts Automakers a Break on New Emission Rules
China granted a six-month grace period for carmakers and dealers to sell off as many as 2 million new vehicles that will be out of compliance with...
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[Blue Lotus Sector Update]: All Will Have a Bright Future
We see the future, post decoupling world to have two operating systems, one surrounding US and the other surrounding China.
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IMotion Automotive Technology Pre-IPO - The Negatives - But Profitability Still a Black Box
IMotion Automotive Technology (1812706D CH) is looking to raise about US$300m in its upcoming HK IPO. In this note, we talk about the not-so...
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