NIO: Biggest Challenge Is Coming
We believe NIO's share performance would be under pressure in the near term. 1) Locally produced Tesla Model Y (which would be NIO's first direct...
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Li Auto (理想汽车) Placement - Opportunistic but Still a Worth a Bet Among EV Peers
Li Auto Inc. (LI US) is looking to raise about US$1.5bn in its primary follow-on offering. Proceeds raised will be used for R&D purposes and capex.
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Li Auto Placement: Revving Up
Li Auto Inc. (LI US) is seeking to raise as much as $1.6 billion (at the last close price) through an issue of 47 million ADSs. Overall, we would...
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Asia's Unloved Stocks
Many stocks in the benchmark MSCI Asia Ex-Japan index are largely avoided by active fund managers. In this analysis, we discover the stocks that...
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Nio Quarterly Results – Is the Good News Priced In?
NIO Inc (NIO US) reported robust 3Q results with the company reporting 146% sales growth in 3Q20 which is similar to 2Q and after negative sales...
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