DiDi Global: Time to Book a Ride?
Our bull-case SoTP valuation points to a 22% upside while our bear-case SoTP valuation points to a -19% downside. The shares seem fairly valued and...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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[Blue Lotus Daily]:ATAT US/TCOM US/BEKE US/NIO US/LI US/1810 HK/1211 HK/XPEV US/LKNCY US
Summer travel season sees flat growth in highway traffic volume, decrease in short-term loans but increase in long-term loans, and continued...
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[Blue Lotus Daily]:981 HK/1347 HK/1211 HK/LI US/NIO US/1810 HK/XPEV US/TCOM US/ATAT US/LKNCY US
Semiconductor exports strong in July, EV makers diverge in 2024, Xiaomi's smartphone sales surge in Japan.Active Users on the Luckin Coffee App...
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Auto - Resilient Leading Indicators During Off-Peak Time
We summarize the Jul 2024 leading indicators as below, including the number of leads, customer flows and new orders generated, for Tesla, NIO, Li...
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