China TMT Update-XPEV/NIO/LI/TSLA/1211HK/ZLAB: 16 Automakers Pledge to Maintain Order;G6 Conversion
XPEV/NIO/LI/TSLA/1211HK: 16 major automakers pledge to jointly maintain order;XPEV: Xpeng G6's conversion rate exceeds 50% (+)ZLAB：ZLAB’s FcRn...
481 Views
China Auto Sector – Jun leading indicators: NIO weaker than expected
We summarize the Jun 2023 leading indicators as below, including number of leads, customer flows, and new orders generated, for Tesla, NIO, Li...
487 Views
NIO Inc. (NIO US) – Margin dent from price cuts lingers into FY24-25
Maintain HOLD. We project NIO’s net loss in 2Q23E to be similar to 1Q23, at around RMB 4.9bn. We estimate that its recent price cuts on margin dent...
368 Views
Black Sesame Pre-IPO Tearsheet
Black Sesame International Holdings (BSIH) is looking to raise around US$300m in its upcoming Hong Kong IPO. The deal will be run by CICC and Huatai.
416 Views
GEM Weekly (23 Jun 2023): Chinese Interest Rates; MediaTek, JD.com, Alibaba, NIO, Xpeng, Li Auto
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
417 Views