ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at “Non-marketing Baidu Core” and analyse what the current market value implies for those operations, as well...
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Tesla – Threats from the Taycan and Lucid Air
With Tesla down more than 20% from its recent highs, we examine the prospects for the EV bubble finally popping as competition intensifies just as...
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"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)
Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...
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Autos - "Electric Vehicles" Thematic Exposure and Where to Find Them
Which companies have exposure to the electric vehicle value chain? We programmatically scanned through all US annual reports to determine...
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