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Li Auto (LI US)
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421
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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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bearish
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NIO
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16 Dec 2021 04:05
China's EV Sector Policy Support Wean-Off and Its Implications
China's NEV sector is weaning off policy support while traditional automakers are becoming increasingly competitive. We discuss the latest NEV...
Jason Yap, CFA
553 Views
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bearish
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Weibo Corp
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07 Dec 2021 14:04
Weibo Secondary Trading - Delivered a Good Correction but Got Caught in the Wider Rout
Weibo raised around US$440m in its secondary listing in Hong Kong. In this note, we look at the allocation results and talk about the trading...
Sumeet Singh
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235 Views
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bearish
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Thematic (Sector/Industry)
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02 Dec 2021 15:57
China Auto: Another Weak Month
China's overall auto retail sales remained week in November due to limit car storage in dealers (less supply), less promotions and interruptions...
Victoria Li
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169 Views
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bullish
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Liontown Resources
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01 Dec 2021 10:43
Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
Sumeet Singh
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244 Views
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bearish
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Weibo Corp
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29 Nov 2021 11:24
Weibo Secondary Listing - Going Down the Autohome Route
Weibo plans to raise around US$470m in its secondary listing in Hong Kong. In this note, we will talk about the deal pricing and structure.
Sumeet Singh
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308 Views
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