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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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ZEEKR
•
15 Nov 2023 05:55
Zeekr Pre-IPO - The Negatives - Remains Highly Dependent on Geely
ZEEKR, a premium EV brand by Geely Auto (175 HK), aims to raise around US$500m in its US listing. In this note, we talk about the not-so-positive...
Sumeet Singh
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418 Views
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bullish
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ZEEKR
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14 Nov 2023 20:53
ZEEKR IPO: The Bull Case
The bull case rests on bestselling premium BEVs, rapid vehicle sales growth, rising gross margin, debt-free balance sheet and a favourable cash...
Arun George
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473 Views
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bullish
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ZEEKR
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14 Nov 2023 05:44
Zeekr Pre-IPO - The Positives - Has Been Growing Very Fast While Meeting Its Targets
Zeekr, a premium EV brand by Geely Auto (175 HK) , aims to raise around US$500m in its US listing. In this note we talk about the positive aspects...
Sumeet Singh
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536 Views
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bullish
•
Li Auto
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13 Nov 2023 09:25
China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KE
Li Auto, Revenue increased by 271% YoY and vehicle deliveries increased by 296% YoY in 3Q23. NIO will dismiss 10% of its employees. We do not...
Ming Lu
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395 Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2023 11:22
[Blue Lotus Daily]: LI/XPEV/NIO/TSLA/ATAT/HTHT/ZLAB/ACMR/CPNG/BABA/PDD/BEKE
Coupang prioritizes growth over profitability, Tesla increases prices for Model 3 and Model Y, ZLAB's Q3 revenue falls short of estimates.
Blue Lotus Research Institute
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378 Views
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