Hong Kong Connect Flows (Oct 25th): Alibaba, Tencent, Xiaomi, Geely Automobile, SMIC, Cosco Shipping
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Geely Automobile, SMIC, Cosco...
522 Views
WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t Help
WeRide has since relaunched its US$119m US IPO, having pulled it two months ago. Bosch cornered US$100m of the deal, leaving
606 Views
Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
229 Views
Horizon Robotics IPO Trading - More than 55% of the Deal Taken up by Existing Shareholders
Horizon Robotics (9660 HK) raised around US$800m, including over-allocation, in its Hong Kong IPO. In this note, we talk about the trading dynamics.
419 Views
Pony AI Pre-IPO - The Positives - Scaling up Robotaxi & Robotrucks
Pony AI (PONY US) an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the...
383 Views