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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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Thematic (Sector/Industry)
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02 Aug 2023 09:20
China TMT Update-BEKE/2150.HK/LI/NIO/XPEV-Supportive Policy on Home Purchase;August Vehicle Delivery
China’s first tier cities draft supportive policy on home purchase;Nayuki teahouse average store revenue remains flattish YoY;LI/NIO/XPEV: Li Auto,...
Blue Lotus Research Institute
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227 Views
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bullish
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Thematic (Sector/Industry)
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30 Jul 2023 19:53
[Blue Lotus Sector Update]: Investors Tolerate Amazon, Why Not China New Energy?
Although renewable energy has long and expansive value chains, transportation is a separate node. China’s success in EV has strategic value for a...
Blue Lotus Research Institute
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242 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2023 09:29
China TMT Update-NIO/BEKE/LEGN-NIO to Offer Single-Motor Model;Political Bureau Shifted Tone
NIO: NIO to offer single-motor model ;BEKE: Political Bureau of the Central Committee shifted tone on real estate regulation;LEGN: Janssen reported...
Blue Lotus Research Institute
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247 Views
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bearish
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Black Sesame Technologies
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25 Jul 2023 10:41
Black Sesame Pre-IPO - The Negatives - Losses Remain Wide and Suffers from a Concentration Risk
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we will talk about the not...
Clarence Chu
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391 Views
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bullish
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Thematic (Sector/Industry)
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24 Jul 2023 10:36
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Broker
China Auto Sector – Strong June provides more confidence for 2H23
China’s passenger-vehicle (PV) retail sales volume rose 2% YoY and 12% MoM in Jun 2023 amid high base, 5% higher than our prior forecast
CMB International
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258 Views
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