NIO HK Listing - Ticking the Box
NIO announced that it would look to list in the HK by way of introduction with trading set to begin on 10th March 2022. In this note, we take a...
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Li Auto (LI.US):Getting into the Right Lane
We used to be negative on Li Auto due to its heavily rely on single REEV model and poor new model plan. Recently, the management had said that Li...
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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...
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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...
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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...
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