China Construction Machinery: Light at the End of the Tunnel, Finally
Industry sales of excavator and wheel loader have turned positve in Sep, after a lengthened depressed period since mid-2021. However, 2H22 earnings...
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Capital Goods - Decent Export Growth Across Major Machines in Nov; AWP Stood Out
For exports, volume growth remained strong across major types of machines, in particular aerial work platform (AWP) that surged 88% YoY.
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Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
424 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
US tariffs may only affect an average of ~10% revenue of HK-listed industrials on a net basis. Vesync, Chervon, and AAC Technologies look exposed...
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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...
240 Views