NIU: Stress-Testing Post-Management Call; Look Through COVID and Accumulate
Niu is a leader in the global 2-wheel EV space with an early foothold in key markets international markets beyond China. This favorably positions...
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Niu 1-1 Conf Call: How To Sell Electric Motorcycles 100% Online, 1Q20 Orders 2.5x YoY
Call with management. We had a conference call with Niu management to discuss the company's latest earnings. Our questions centered around how the...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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NIU Technologies Surges 11% as Market Begins to Appreciate EV Micromobility; Long Runway Ahead
Since we wrote our initial insight on NIU Technologies back in January ( Micromobility Is the EV Megatrend That Consensus Hasn’t Realized and NIU...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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