Leapmotor IPO Lock-Up - A Precursor to a Larger Release Later in the Year
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO, after pricing at the low-end. The stock was listed on 29th Sep 2022, its six-month...
493 Views
[Consumer Brands Deep Dive]:Structural and Substitution Drive Chinese Consumer
Chinese underconsumption is only half true. It only occurs in categories associated with development stages; Our TOP PICKS are Li Auto, Atour,...
258 Views
Smartkarma Originals
AISpeech: Leading Company in China for AI-Driven Speech Recognition Technology
AISpeech is a high-tech start up specializing in computer speech recognition and AI chip design in China. AISpeech is in the process of listing in...
484 Views
[Li Auto Inc. (LI US) Earnings Review]: Intact Model Cycle Drives Growth in 2023
We reiterate Li Auto as our top pick, because of 1) intact model cycle (L9/L8/L7); 2) margin upside in 2023; and 3) less impacted by Tesla’s price...
186 Views
CATL Offering Steep Discounts to Automakers in Quid Pro Quo Deal, Source Says
Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest electric-vehicle (EV) battery-maker, is in talks to offer automakers steeply...
291 Views