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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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Vinfast
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09 Dec 2022 09:49
VinFast Auto Pre-IPO - The Negatives - ... But Starting Low
VinFast is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the deal.
Sumeet Singh
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573 Views
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bullish
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Vinfast
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08 Dec 2022 22:35
VinFast Auto IPO: The Bull Case
The key elements of the bull case rest on a credible EV roadmap, speed-to-market, solid consumer interest and models with attractive range-to-price...
Arun George
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527 Views
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bullish
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Vinfast
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07 Dec 2022 17:25
VinFast Auto Pre-IPO - The Positives - Aiming High...
VinFast Auto (1905332D VN) is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the positive aspects of the deal.
Sumeet Singh
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405 Views
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bullish
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Thematic (Sector/Industry)
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30 Nov 2022 05:15
China NEV Outlook: Life After Subsidies Is Still Beautiful
Despite the remaining EV subsidies finishing next year, we expect demand to be relatively unimpacted. Battery supply issues should be eased with...
Victoria Li
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281 Views
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bearish
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Meituan
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16 Nov 2022 19:17
Tencent Distribution of Meituan Shares Official - Impact and Index Implications
Tencent will distribute 90% of its holdings in Meituan in an in-specie distribution, which goes ex- on 5 January and gets settled 24 March 2023....
Travis Lundy
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645 Views
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