Tesla Can Deal with Supply Chain Shortage, Unlike Most Chinese Peers
BYD is positioned well, too. The global automotive industry is facing a deepening supply chain crisis
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Tesla's Record Revenue in Q3 Reflective of China's Solid EV Foundation
Share prices for Tesla have soared to all-time highs after earnings and amidst reports of a 100,000-car deal with car rental company Hertz.
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Weibo Secondary Listing - Needs to Come at a Discount
Weibo plans to raise around US$500-700m in its secondary listing in Hong Kong. In this note, we talk about the deal and its impact.
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China Auto Sector Outlook 2022E
Auto supply chain issue, including chip shortage, might be worse in 2022E. Local brands might keep gaining market share due to their higher...
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China Auto: Outstanding Xpeng in Dark Moment
As expected, auto chip shortage issue wasn't eased in October. And NEV players started getting affected. Both Li Auto (Li.US; 2015.HK) and Xpeng...
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