JDI: 50%/100% QoQ Revenue Growth in 2Q/3Q to Power Stock Near Term but What Happens After?
We visited Japan Display (6740 JP) recently to find that the ramp towards the all important third quarter is proceeding smoothly. Demand is close...
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Nio IPO (Part 1): The Chinese EV Start-Up a Threat to Tesla?
Nio, a Chinese EV startup known as “Tesla Fighter” or the “Chinese Tesla” filed for an IPO on the NYSE on the 13th of August hoping to raise funds...
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NIO Inc. – Rumoured Saudi Interest in Lucid Motors – What Does It Tell Us About NIO and Tesla?
NIO Inc (NIO US) is coming to the market amidst rumours of PIF, the sovereign wealth fund of Saudi Arabia, investing up to US$1 billion in Lucid...
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NIO (NIO US) IPO: The Electric Unicorn
Who wants to own the Chinese version of Tesla with a total production of a whopping 481 cars? Chinese companies have an uncanny ability to take...
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Last Week in GER Research: Nio, Tesla, China Tower and China Education
Below is a recap of the key IPO and fundamental research produced by the Global Equity Research team. This week we highlight excellent and detailed...
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