Zeekr Pre-IPO - The Positives - Has Been Growing Very Fast While Meeting Its Targets
Zeekr, a premium EV brand by Geely Auto (175 HK) , aims to raise around US$500m in its US listing. In this note we talk about the positive aspects...
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China Consumption Weekly (13Nov2023): Li Auto, NIO, Alibaba, Best, Meituan, KE
Li Auto, Revenue increased by 271% YoY and vehicle deliveries increased by 296% YoY in 3Q23. NIO will dismiss 10% of its employees. We do not...
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Zeekr IPO Early Look - Possibly US$0 to US$7bn Revenue in Under Three Years
Zeekr, a premium EV brand by Geely, publicly filed for a US IPO overnight. The company had earlier planned to raise over US$1bn.
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SiC as a Dog (Part 2)
The sickness in Silicon Carbide started at On semi. Let’s look through the results and see the drivers, the big deal, and what we should do about...
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ASK Automotive Pre-IPO - Business Has Been Resilient, Although Concentration Risk Remains Elevated
Ask Automotive (7175293Z IN) is looking to raise around US$145m in its upcoming India IPO. ASK Automotive (ASKA) manufactures brake-shoe and...
346 Views