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NIO (NIO US)
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611
Analysis
Consumer Discretionary
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China
NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.
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bearish
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iMotion Automotive Technology
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14 Sep 2023 11:07
IMotion Automotive Technology Pre-IPO - PHIP Updates - Concentration Risk Even More Apparent Now
IMotion Automotive Technology (1812706D CH) is looking to raise about US$100m in its upcoming HK IPO, after downsizing from US$300m. In this note,...
Ethan Aw
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283 Views
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bullish
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Thematic (Sector/Industry)
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14 Sep 2023 08:40
China TMT Update-JD/AAPL/1810.HK/LI/NIO/Meituan/Ctrip/Atour-New IPhones in China;Thailand Visa-Free
JD/ AAPL/ 1810.HK: Apple launches new iPhones in China;LI/NIO:Huawei AITO New M7 was launched today;Meituan/Ctrip.com/Atour: Thailand announced to...
Blue Lotus Research Institute
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718 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2023 08:33
China TMT Update-NIO/LI/XPEV/BYD/TSLA/Solar Power-All-New EC6/China Automotive Delivery Data
Gloated inventory in solar panel led to price collapse in Europe(/);NIO/LI: NIO to launch the all-new EC6 on Friday (+/-);BYD/TSLA/LI/XPEV/NIO:...
Blue Lotus Research Institute
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465 Views
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bearish
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PDD Holdings
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11 Sep 2023 16:04
Pinduoduo: Short Seller, Grizzly Research Raises Spyware Concerns About TEMU
Grizzly Research published a short-seller report on PDD, primarily accusing the shopping app “TEMU” of being malware/spyware capable of...
Oshadhi Kumarasiri
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776 Views
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bullish
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Thematic (Sector/Industry)
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08 Sep 2023 08:32
[Blue Lotus Transportation Sector Update]: German Cars’ EV Push Belies Issue of Standardization
There has been renewed push for the German carmakers to enter the BEV market, at the expense of the PHEV market. We believe it will benefit Chinese...
Blue Lotus Research Institute
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577 Views
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