TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs
Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...
350 Views
Horizon Robotics IPO: High Valuation Is At Risk As NEV Production Forecasts Have Weakened
In my insight, I discuss valuation framework for comparable company analysis and explain why high valuation of Horizon Robotics may be at risk
453 Views
Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
251 Views
ZEEKR IPO: Strong First-Day Return and Upsized Offering
ZEEKR, a promising Geely-backed EV maker, priced its upsized IPO at $21 per share on Friday. Shares surged ~35% due to strong investor interest as...
295 Views
Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
397 Views