Nio (蔚来) Lock-Up Expiry - Scattered Pre-IPO Investors to Be the Sellers
NIO Inc (NIO US)'s lock-up will expire next week on the 11th of March. Shareholding breakdown suggests that there will be overhang upon lock-up...
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NIO Post-CBS Rally Making TSLA Valuation a Grand Bargain (Price Target =$3)
CBS 60 Minutes featuredNIO Inc (NIO US) , a Chinese electric car seller last weekend. The stock jumped 30% in the 2-days following the show being...
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TSLA China Update: Model 3 Demand and Shipment; Giga3 Funding and Progress
In this note, we discuss our latest findings of Tesla Motors (TSLA US) Model 3 shipment to China, current demand after pricing adjustments, ...
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Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
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Can China’s Credit Easing Sequel 2019 Save Its Falling Economy?
Unsustainable Sentiment-Driven Multiple ExpansionsMarkets rallied on China’s credit easing starting in December and expect meaningful fiscal...
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