Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
364 Views
Niu: 2Q Volumes Soar as COVID Accelerates Shift to EV Micromobility, Raise FV to US$31.4 (+42%)
Niu shares have soared by ~170% since we initiated coverage on the Company in January 2020. We believe that COVID-19 has validated Niu's value...
397 Views
Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
429 Views
NIU 1Q20: COVID-19 Could Accelerate a Shift To Individual Mobility Solutions
NIU reported weak overall performance for their 1Q20 earnings as storefronts in the domestic and overseas markets were not able to open for...
142 Views
Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
359 Views