CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
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Tesla China Sales Deflated in July
Local deliveries in China plunged to the lowest since April 2020. Europe looks little better, as I expected. This may be the start of what turns...
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Li Auto HK Trading - Done at a Good Discount, Setting It up for a Modest Debut
Li Auto raised about US$1.52bn via a dual primary listing in Hong Kong. We have looked at the deal in our earlier notes, Li Auto HK Listing - Needs...
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ECM Weekly (8th August 2021) - Li Auto, Cloud Village, CarTrade, Kakao Bank, Bukalapak, Huitongda
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Li Auto IPO - A Reasonably Valued EV Company???
While we consider the governance and economic prospects of most EV pure plays to be dubious we have a favourable impression of Li Auto and consider...
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