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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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bullish
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Tencent
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07 Nov 2023 07:29
Tencent (700 HK): Board Meets Next Week; In-Specie Dividend Candidates
Tencent could make it a hat-trick of special in-specie dividend distributions. After JD.com and Meituan, Kuaishou could be next. Or it could be...
Brian Freitas
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692 Views
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bullish
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Thematic (Sector/Industry)
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06 Nov 2023 19:35
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Broker
China Auto Sector – Oct discounts widened after 3Q23 earnings beat
Note that such discounts for each automaker are calculated based on weighted average of Sep 2023 retail sales volume for each model, as Oct retail...
CMB International
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209 Views
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bullish
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Thematic (Sector/Industry)
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27 Oct 2023 19:04
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Broker
China Auto Sector – Strong 4Q23 sales mixed with rising competition
China’s passenger-vehicle (PV) retail sales volume rose 6% YoY and 3% MoM to 1.97mn units in Sep 2023, 4% higher than our prior forecast.
CMB International
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461 Views
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bullish
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Cainiao Smart Logistics Network
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18 Oct 2023 09:59
Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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594 Views
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bearish
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Cainiao Smart Logistics Network
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17 Oct 2023 09:54
Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
Sumeet Singh
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429 Views
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